Tax Preparer No Experience

Benefits

• Training related to income tax preparation and the delivery of excellent customer service
• Wellness resources
• Bonus based on performance
• Employee discounts
• Flexible schedule

Responsibilities

• Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques
• Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application
• Delivers exceptional customer service by anticipating customer needs and considering the impact of all decisions/actions on the customer
• Answering client calls via our national call center routing system
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations
• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion
• Consults tax law reference materials to determine procedures for preparation of atypical returns
• Answers questions and provide future tax planning to clients
• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
• Researches tax related questions and issues, and responds to clients appropriately and within a timely manner
• Solves client complaints, or refers situations to supervisor (as appropriate) for resolution
• Audits all tax return forms for accuracy and completeness (i.e., client signatures)

Qualifications

• Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment
• Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele
• Good communication, interpersonal and customer services skills
• Basic knowledge of computer functions and math required
• Strong attention to detail and accuracy
• Ability to work under pressure, in a fast-paced working environment