Tax Preparer

Employer: Global First Insurance & Tax Services

Location:18587 Soledad Canyon Rd, Santa Clarita CA, California 91351

Posted Date: 01-12-2022



Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all the required information and material to complete the tax return.

Position Responsibilities / Duties / Functions / Tasks

1. Establish rapport with clients to build working relationships and increase retention
2. Provide exceptional customer service
3. Prepare individual tax returns utilizing the information provided by the clients, and inputting into tax preparation software
4. Other duties as assigned

Position Qualifications

1. 1+ years of experience required
2. Required PTIN eligibility
3. Excellent interpersonal and customer service skills
4. Ability to communicate in a professional manner
5. Qualified applicants must be self-starters and computer literate
6. Flexible to work nights and weekends as necessary
7. Attention to detail
8. 3 years previous tax preparation experience / Enrolled Agent (EA) / Certified Public Accountant (CPA) credentials preferred
9. Bilingual is a plus

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

How to Apply:

  • Email the following to us at
    • Your resume with three personal references and three professional references
    • Write a short essay (less than one page) on either of the following:
    – Describe the person (present, past, dead or alive) you admire the most and why or…
    – Describe an experience that has been the MOST valuable to you and why
  • Please do NOT call the office to inquire.
  • Please do NOT walk into the office to inquire.
  • Please follow these instructions precisely or you will not be considered for the position.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions. While this list is intended to be an accurate reflection of the current job, Global First Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, workload, or technological developments).Global First Tax Service is an equal opportunity employer.
Global First Insurance & Tax Services