Tax Professional & Customer Service Interns
Optimum Financial Services, a leader in the tax industry with over 20 years of experience, is seeking ambitious and detail-oriented individuals to join our team as **Tax Professional & Customer Service Interns**. This role provides hands-on training, skill development, and a chance to be part of an innovative, client-focused company.
This internship is designed for individuals who are eager to learn, grow, and gain real-world experience in tax preparation, customer service, and office operations. Interns will play a vital role in ensuring our clients receive exceptional customer service and accurate tax solutions.
**Key Responsibilities**
- Provide a warm, welcoming experience for clients by assisting with inquiries and appointments.
- Accurately prepare federal and state income tax returns, adhering to IRS guidelines.
- Support marketing efforts by offering free estimates and distributing referral cards.
- Participate in team projects, helping to enhance departmental operations.
- Handle general office duties, such as filing, organizing, and maintaining professionalism in the workspace.
- Adapt to varied working conditions, including standing for extended periods and occasional outdoor tasks.
**Qualifications**
- At least 6 months of experience in a professional office setting.
- Strong computer proficiency and ability to learn multiple new software systems.
- Exceptional attention to detail and ability to work under pressure.
- Strong interpersonal skills and ability to work collaboratively with a team, while meeting office goals.
- Reliable transportation and flexible availability, including weekends and evenings.
- Bilingual skills are a plus but not required.
- Must be available to train in office during Holiday break.
What We Offer
- A comprehensive 4-week training program to set you up for success.
- Opportunities for **Tax Preparer Certifications**, college credit and ongoing development.
- A flexible schedule with part-time seasonal positions available.
- An engaging, supportive work environment where your contributions are valued.
- Potential for long-term career growth within Optimum Financial Services.
Why This Role?
This internship is perfect for individuals looking to:
- Gain hands-on experience in tax preparation, customer service, and office management.
- Build a solid foundation for a long-term career in the tax and financial services industry.
- Work in a challenging, fast-paced environment that values growth and innovation.
Application Process
Serious inquiries only. If you are ready to take the next step in your career and join a team committed to excellence, we encourage you to apply today!
Optimum Financial Services is an equal-opportunity employer. We look forward to welcoming dedicated, hard working and motivated individuals to our team!