Job Summary

This position provides tax services to a wide range of clients while ensuring repeatable processes are utilized and excellent client relationships are built and maintained.

 The person in this position will earn the trust and confidence of co-workers and clients alike by upholding a personal value system based on honesty and integrity. This employee will support all policies, procedures, and programs which will assist in building and maintaining a positive internal culture and client experience with ENJ Financial.

 Essential Functions and Accountabilities include, but are not limited to

1. Assist clients in the preparation of federal and state tax returns of individuals and businesses. 
2. Prepare amended returns, personal tax projections, property tax refunds
3. Prepare sales, payroll and excise tax filings.
4. Accept incoming calls from clients to answer tax questions and set up tax preparation appointments. 
5. Ensure the confidentiality of each client by following all company procedures regarding information handling. 
6. Understand the value of self-review.
7. Perform bookkeeping duties for clients.
8. Review financial records such as income statements and documentation of expenditures to determine proper tax forms are used. 
9. Set a personal example; display personal integrity, provide a positive personal example through work and behavior having the firm's best interest in mind at all times.
10. Create a positive work environment that encourages teamwork, cooperation, and collaboration between and among offices and team members. 
11. Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies.
12. Be required to meet the goal of 32 chargeable hours (during summer when Fridays are ½ day and 34 the rest of the year UNLESS otherwise communitcated.
13. Other accountabilities as assigned. 

 Core Values

1. Provide a Personalized Experience
2. Honesty is a Priority
3. Quality vs. Quantity 
4. Willingness/Humility 
5. Dream Big 
6. Cultural Display 
7. Do the Right Thing!

Supervisory Responsibilities

This position does not have any direct supervisory responsibilities.

 Requirements and Qualifications

A Bachelor’s Degree in Accounting or Finance is preferred; a minimum of 1 years’ experience preparing tax returns is preferred; EA certification or the ability to obtain is preferred; strong written and verbal skills; must be computer literate with a demonstrated knowledge of Microsoft Word, Excel and QuickBooks; ability to be organized and detail-oriented.