Documents Processor / Financial Analyst

Precision Tax Relief, LLC
20 Sep 2019
26 Sep 2019
Contract type
Full time
YOU'RE MORE THAN A FINANCIAL ANALYST TO US We see your potential, and when you join our award–winning team, we'll invest in your growth. You'll be mentored and developed to realize your career dreams. Every day, your work will help transform clients' lives. But we know your potential isn't only professional. You also have a life outside of work, and you'll be supported to embrace that balance. Join our fun, friendly team living the dream in beautiful Coeur d'Alene, ID. PTR employees enjoy competitive salaries and a comprehensive benefits package, generous paid time off, a casual, friendly work environment, and professional development opportunities. We uniquely offer company–sponsored weekly group fitness training. PRECISION TAX RELIEF This is an entry level position. PTR has a formal progression plan designed for your professional growth when you join our team. A Financial Analyst (FA) at PTR works with clients to collect information and documents and prepare case files. FA's are naturally meticulous, analytical, and patient as some clients require constant monitoring and follow up. FA's must be ready and willing to become an Enrolled Agent within six months of hire, a condition of employment; tuition and education time off program(s) available at PTR. This is a perfect job for an experienced loan officer, accountant or paralegal looking for a new challenge. Position Qualifications: • AA or higher degree in Accounting, Business, or Finance, required • 2–years of experience in accounting, tax, financial, legal or mortgage industry, required • Licensed Enrolled Agent preferred • Tech–savvy with a high level of proficiency in MS Office (Word, Excel & Outlook), required • Strong organizational skills and high attention to detail; must be able to balance multiple tasks and deadlines • Ability to work in a collaborative team environment plus self–manage as an independent contributor • Excellent communication skills both verbal and written • Must be able to demonstrate eagerness as a self–starter and high–achiever • Must also be a natural problem–solver and possess the ability to drive and meet deadlines • Must deliver exceptional client service; must be comfortable working in a nearly paperless environment
EMAIL Resume and Cover Letter to: Local Applicants Only. Relocation not Available.