Tax Professional

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Sandy, OR 97055, USA

Job Type

Seasonal

About the Role

Job Duties/Description: This is is a great opportunity to grow your skills. Most of our clients have moderately complex to very complex tax returns, including many small businesses, rentals, and farms. You will be closely supervised and work along side skilled and experienced preparers who are supportive and have the heart of a teacher. Our clients are very important to us and we pride ourselves on providing top notch service. We offer drop off service, virtual tax prep, and traditional in-person services.

Work with clients and staff to timely prepare accurate tax returns and provide tax planning services.

Tax returns are prepared in Drake Tax; experience is a bonus, training will be provided.

Use software to manage all aspects of client interaction including status of tax return, messages, emails, phone calls, etc.

Work with clients in person, over the phone, and virtually.

Compensation: Our tax pro's average over $33/hour after their first year.

Hourly pay depending on experience.

Opportunity for Profit Share after completing first tax season.

Company paid OSTC membership and OBTP license reimbursement. Some education provided including 6 hours federal update annually.

Schedule: This position will start immediately with on the job training 1-2 days per week (about 6 hours total) until extension season (September through October).

Now through August: Wed/Thu 12pm to 3pm

Sep-Oct: Wed/Thu/Fri hours will vary
Nov-Dec: minimal training hours
Jan-end of tax season (usually April): Tue-Sat flexible schedule. Will include a mix of day and evening shifts. Our office hours during tax season are 9am to 8pm Tue-Fri and 10am to 6pm Sat.

The position is seasonal, and we are looking for candidates who would like to return season after season, and become a part of our little family here in Sandy.

Requirements

  • An active Oregon Preparer or Consultant license required.

  • Intention of long-term work relationship - we need a tax pro who  wants to come back every tax season and work some extension season  hours each year.

  • Willingness to learn our systems and procedures and adapt to how our company does business.

About the Company

Crystal Clear Tax Solutions is a small family owned Christian company. We offer a supportive and flexible work environment focused on relationships. Our clients and staff are a part of the family.

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