About This Role
This role is for an enthusiastic, goal-oriented, and driven sales individual to prepare individual tax returns. It is an excellent opportunity to learn a new skill within a fast-growing company dedicated to excellent customer service and professionalism.
Responsibilities
- Attend tax associate training sessions and office meetings
- Utilize tax software to produce taxes (training will be provided)
- Prepare federal and state income tax returns
- Collect accurate client data
- Provide taxpayer client service and quality control
- Review financial records, like prior tax return forms, income statements, and documentation of expenditures to define forms needed to prepare returns
- Interview clients to obtain additional information on taxable income and deductible expenses allowances
- Process tax documents, obtaining all necessary client signatures
- Learn and adhere to all company policies and procedures
- Utilize CRM to update client's information and notes
- Manage inbound calls, producing the set daily goal of prepared taxes
- Work efficiently and independently; be productive and self-directed; take ownership of your job
- Efficiently manage time
- Follow up with unprepared clients
- Maintain quality customer relations and timely management of calendar appointments
- Function as a loyal member of the tax office team
- Maintain confidentiality of client information and company proprietary information
- Provide frank feedback to the Office Manager
- Learn all skills necessary to complete responsibilities (continue education as necessary)
Requirements
- Outstanding sales experience
- Knowledge of income tax preparation (relevant experience or completion of a tax course)
- Maturity, sensitivity, and integrity
- Detail orientation, strong organizational skills
- Strong interpersonal skills, concern for people, a team player
- Maintain a quality and professional relationship with all departments
- Represent the company professionally to the public and its associates
- Earn acceptance and trust of all company associates
- Computer proficiency or aptitude (training in tax preparation software provided)
- Initiative, self-reliance, and perseverance
- Availability for agreed-upon hours, dependability
- Minimum 6 days per week availability
Application Process
- Interviews will be held during December
- Training would start January 2nd if hired