Seasonal Support (Tax)

Korhorn Financial Group; Granger (IN); On-site; USD 19,000 - 25,000; Full time

Job summary

Korhorn Financial Group in Granger, IN seeks seasonal tax team members for January–April 2027. Roles support the busiest season with a collaborative team and no evenings or weekends.

Flexible full-time or part-time opportunities available in multiple office locations. Responsibilities include data collection, document preparation, CRM updates, and client communication with emphasis on accuracy and confidentiality.

Qualifications

• High School Diploma required.
• Strong written and verbal communication skills.
• Interest in personal finance and prudent money management.
• Ability to prioritize tasks and manage multiple assignments.
• Proficiency with Excel, Word, and Outlook.
• Good math skills and analytical abilities.

Responsibilities

• Learn and follow tax processes for intake and delivery.
• Attend training to learn procedures for tax season.
• Data collection and input in CRM system.
• Prepare cover pages using tax documents provided.
• Coordinate and document delivery with clients.
• Maintain client data accuracy in CRM and files.
• Perform other duties as required.

Skills

Written communication

Verbal communication

Finance interest

Task prioritization

Analytical abilities

Strong work ethic

Education

High School Diploma

Tools

Excel

Word

Outlook

Job description

Monday - Friday | 8:00 a.m. - 5:00 p.m.
Full-Time and Part-Time Opportunities Available
No Evening or Weekend Hours
Positions Available in Multiple Office Locations

Position Mission Statement

Each year, our seasonal tax team plays an essential role in helping make tax season a success for both our clients and our firm. We are seeking team members who are passionate about delivering exceptional service and helping clients develop wise habits of stewardship in pursuit of financial freedom.

As a valued member of our Tax Department, you will provide support during our busiest season while working alongside a collaborative team dedicated to making a positive impact in the lives of our clients. Seasonal opportunities are available from January through April 2027, with positions offered in several of our office locations. Whether you are seeking full-time or part-time employment, you'll enjoy a consistent weekday schedule with no evenings or weekends required.

Applicants should desire to work in a fast paced, collaborative and professional environment and the ability to learn quickly with attention to detail. These roles DO NOT require previous tax preparer experience but do require above average typing, organization, precision and client confidentiality skills.

Responsibilities and Tasks

• Learn and follow Process and Procedures:
• Participate in training required to learn and follow detailed tax processes and procedures for intake and delivery
• Stay current on changing processes and procedures throughout tax season
• Data Collection
• (May) Meet with clients to prepare cover pages using tax documents provided
• Collect and review client documents
• Review and obtain client engagement letters
• Update necessary client data in CRM system
• Data Input:
• Create electronic projects in CRM system
• Update client opportunity in CRM system
• Scan all client documents for storage in box
• Assemble income tax return into a deliverable format for the client
• Confirm all documents are scanned
• Confirm Notes from Preparer are printed for use in delivery
• Notify clients that returns are complete and ready for deliver/pick up
• Coordinate and document delivery meeting
• Place documents ready for delivery in appropriate place
• Document and capture all process steps in CRM system.
• Perform other duties as required.

Required Skills and Abilities

• Strong written and verbal communication skills
• Interest and passion in the personal finance industry; history of prudent management in personal finances
• Ability to prioritize tasks and work on multiple assignments
• Proficient in Excel, Word, Outlook
• Above average math skills and analytical abilities

Education and Experience

• High School Diploma

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.