Tax Preparer

We are looking for up-beat candidates with outstanding sales experience to prepare individual tax returns. WE WILL TRAIN YOU! SALES EXPERIENCE IS A MUST!!! This is an excellent opportunity to learn a new skill for an enthusiastic, goal oriented, and driven sales individual.Interviews will be held during the month of December.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.Job DescriptionAttend tax associate training sessions and office meetingsBe able to utilize Tax Software to produce taxes (Training will be provided)Prepare federal and state income tax returnsCollect accurate client DataProvide taxpayer client service & quality controlReview financial records, like prior tax return forms, income statements plus documentation of expenditures to define forms needed to prepare returnInterview client to obtain additional information on taxable income & deductible expenses allowancesProcessing 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 notesManaging Inbound Calls producing the set daily goal of Prepared Taxes.Role ExpectationsWork efficiently and independently; be productive and self-directed; take ownership of your jobEfficient Time ManagementFollow up with unprepared clientsMaintain quality customer relations, timely management of calendar appointments.Function as a loyal member of the tax office teamMaintain confidentiality of client information and company proprietary informationProvide frank feedback to Office ManagerLearn all skills necessary to complete responsibilities (continue education as necessary)Role RequirementsKnowledge of income tax preparation(relevant experience or completion of tax course)Maturity, sensitivity and integrityDetail orientation, strong organizational skillsStrong interpersonal skills, concern for people, a team playerMaintain quality and professional relationship with all departmentsRepresent the Company professionally to the public and its AssociatesEarn acceptance and trust of all company associatesComputer proficiency or aptitude (training in tax preparation software provided)Initiative, self-reliance & perseveranceAvailability for agreed upon hours, dependability. Minimum 6 Days Per week