What are the responsibilities and job description for the Tax Director position at ENJ Financial?
At ENJ Financial, our goal is to be committed to simply helping people by offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. We want to help you better understand the value you provide and why. We offer guidance in the following areas:
- Retirement
- Investment
- Estate
- Insurance
- Tax
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
- Assist clients in the preparation of federal and state tax returns of individuals and businesses.
- Oversee amended returns, personal tax projections, property tax refunds
- Oversee sales, bookkeeping, payroll and excise tax filings.
- Accept incoming calls from clients to answer tax questions and set up tax preparation
- Ensure the confidentiality of each client by following all company procedures regarding information handling.
- Understand the value of self-review.
- Perform bookkeeping duties for client
- Review financial records such as income statements and documentation of expenditures to determine proper tax forms are used.
- Set a personal example; display personal integrity, provide a positive personal example through work and behavior having the firms best interest in mind at all times.
- Create a positive work environment that encourages teamwork, cooperation and collaboration between and among offices and team members.
- Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies.
- Other accountabilities as assigned.
Requirements and Qualifications
- Bachelor’s Degree in Accounting or Finance
- Minimum of 5 years’ experience preparing tax returns preferred
- CPA certified
- 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
ENJ Financial Core Values
- Provide a Personalized Experience
- Honesty is a Priority
- Quality vs. Quantity
- Willingness/Humility
- Dream Big
- Cultural Display
- Do the Right Thing!
Travel
Some monthly travel will be required, and permanent office location is negotiable.
Employee receives salary and profit share.
