Insurance and Tax Agent
Be responsible for income tax preparation for individuals and companies.
Identify potential tax credits & liabilities and ensure accurate and complete tax returns are filed in a timely manner.
Complete tax forms in accordance with legislation and regulations.
Primary responsibilities
Compute taxes owned by following tax code.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Help taxpayers by using their Federal, State & local codes and see to it that clients receive the maximum benefits permitted under the law of Government.
Uncover potential deductions and credits.
Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes.
Review financial records such as income statements and documents of expenditures.
Interview clients to get a thorough picture of financial situation.
Verify totals on past forms for accurate.
Calculate and invoice for form preparation fees.
Consult tax law handbooks for especially difficult tax returns.
Resolve customer complaints.
Recommend additional products and services.
Prepare tax returns using electronic filling software.
Ensure a copy of the completed return is provided to the customer.
Now hiring Insurance and tax agent (bilingual English & Vietnamese)
Please send resume to our office via
or text (714) 902 1140