Potential Pay

$3,000-$7,000 per month

Full Time

10+ Openings

We are looking for up-beat candidates with outstanding sales experience to prepare individual tax returns. We do offer training. This is an excellent opportunity to learn a new skill for an enthusiastic, goal oriented, and driven sales individual.

WE PROVIDE TAX PREPARATION TRAINING!

If your interview goes well and you are hired then TRAINING WOULD START JANUARY 2ND!

Our company is growing fast nationwide and we are dedicated to providing excellent customer service and professionalism.

Tax Preparer/Inbound Sales Representative

Job Description

Attend tax associate training sessions and office meetings

Be able to 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 & quality control

Review financial records, like prior tax return forms, income statements plus documentation of expenditures to define forms needed to prepare return

Interview client to obtain additional information on taxable income & deductible expenses allowances

Processing tax documents, obtaining all necessary client signatures.

Learn and adhere to all company policies and procedures (see P&P Manual)

Utilize CRM to update client’s information and notes

Managing Inbound Calls producing the set daily goal of Prepared Taxes.

Role Expectations

Work efficiently and independently; be productive and self-directed; take ownership of your job

Efficient Time Management

Follow up with unprepared clients

Maintain quality customer relations, 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 Office Manager

Learn all skills necessary to complete responsibilities (continue education as necessary)

Role Requirements

Knowledge of income tax preparation(relevant experience or completion of tax course)

Maturity, sensitivity and integrity

Detail orientation, strong organizational skills

Strong interpersonal skills, concern for people, a team player

Maintain 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 & perseverance

Availability for agreed upon hours, dependability. Minimum 6 Days Per week