Pacific Financial Navigators LLC
Ala Moana Pacific Center, Kapiolani Boulevard, Honolulu, HI, USA
Scanning/organizing client provided documents
Printing completed tax returns in paper and PDF formats
Checking output on prepared tax returns for accuracy
Communicate with clients regarding forms/information needed to complete their tax returns
Assist clients with the utilization of our secure portal
Answer phone calls, set appointments
Process incoming and outgoing mail
Assist with other administrative tasks as needed
Personality traits: We are looking for a knowledgeable, energetic, detail oriented team member. Good communication skills and resiliency are important to this role. Eager to take initiative with good problem solving and critical thinking skills.
