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Now viewing: Seasonal Support (Tax)
KF
Korhorn Financial Group, Inc.
Seasonal Support (Tax)
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Job Description
Seasonal Tax Support January
Full-Time and Part-Time Opportunities AvailableNo Evening or Weekend HoursPositions Available in Multiple Office LocationsPosition Mission StatementEach year, our seasonal tax team plays an essential role in helping make tax season a success for both our clients and our firm. We are seeking team members who are passionate about delivering exceptional service and helping clients develop wise habits of stewardship in pursuit of financial freedom.
As a valued member of our Tax Department, you will provide support during our busiest season while working alongside a collaborative team dedicated to making a positive impact in the lives of our clients. Seasonal opportunities are available from January through April 2027, with positions offered in several of our office locations. Whether you are seeking full-time or part-time employment, you'll enjoy a consistent weekday schedule with no evenings or weekends required.
Applicants should desire to work in a fast paced, collaborative and professional environment and the ability to learn quickly with attention to detail. These roles DO NOT require previous tax preparer experience but do require above average typing, organization, precision and client confidentiality skills. Responsibilities and TasksLearn and follow
Perform other duties as required. Required Skills and AbilitiesTax Preparer Experience IS NOT required.
Strong written and verbal communication skillsInterest and passion in the personal finance industry; history of prudent management in personal financesAbility to prioritize tasks and work on multiple assignmentsProficient in Excel, Word, OutlookAbove average typing skills (minimum 40 wpm)Above average math skills and analytical abilities Education and ExperienceHigh School Diploma Physical RequirementsProlonged periods of sitting at a desk and working on a computer.
- April 2027Monday
- Friday | 8:00 a.m.
- 5:00 p.
Full-Time and Part-Time Opportunities AvailableNo Evening or Weekend HoursPositions Available in Multiple Office LocationsPosition Mission StatementEach year, our seasonal tax team plays an essential role in helping make tax season a success for both our clients and our firm. We are seeking team members who are passionate about delivering exceptional service and helping clients develop wise habits of stewardship in pursuit of financial freedom.
As a valued member of our Tax Department, you will provide support during our busiest season while working alongside a collaborative team dedicated to making a positive impact in the lives of our clients. Seasonal opportunities are available from January through April 2027, with positions offered in several of our office locations. Whether you are seeking full-time or part-time employment, you'll enjoy a consistent weekday schedule with no evenings or weekends required.
Applicants should desire to work in a fast paced, collaborative and professional environment and the ability to learn quickly with attention to detail. These roles DO NOT require previous tax preparer experience but do require above average typing, organization, precision and client confidentiality skills. Responsibilities and TasksLearn and follow
Process and Procedures:
Participate in training required to learn and follow detailed tax processes and procedures for intake and deliveryStay current on changing processes and procedures throughout tax seasonData Collection(May) Meet with clients to prepare cover pages using tax documents providedCollect and review client documentsReview and obtain client engagement lettersUpdate necessary client data in CRM systemData Input:
Create electronic projects in CRM systemUpdate client opportunity in CRM systemScan all client documents for storage in boxTax Return Assembly:
Assemble income tax return into a deliverable format for the clientConfirm all documents are scannedConfirm Notes from Preparer are printed for use in deliveryNotify clients that returns are complete and ready for deliver/pick upCoordinate and document delivery meetingPlace documents ready for delivery in appropriate placeDocument and capture all process steps in CRM system.Perform other duties as required. Required Skills and AbilitiesTax Preparer Experience IS NOT required.
Strong written and verbal communication skillsInterest and passion in the personal finance industry; history of prudent management in personal financesAbility to prioritize tasks and work on multiple assignmentsProficient in Excel, Word, OutlookAbove average typing skills (minimum 40 wpm)Above average math skills and analytical abilities Education and ExperienceHigh School Diploma Physical RequirementsProlonged periods of sitting at a desk and working on a computer.