A Bryson Tax Preparer assists new and existing clients in the necessary steps toward engaging/re-engaging Bryson Accounting and Tax Service, LLC. Administrator of all BATS services from sale to completion.

• Opens all new BATS cases upon hiring; completes onboarding paperwork and closes case upon completion of work.
• Reviews existing BATS cases to ensure that BATS is consistently providing the client with the services they need.
• File client extension before deadlines (March / April)
• Responsible for contacting existing clients for annual rehires; assists leadership and sales teams with planning/implementing annual tax season initiatives.
• Assists the BATS teams with sending/collecting tax organizers, preparing tax returns, delivering returns to clients, and answers incoming phone calls, etc.
• Acts as the “go-to” person for Bryson staff to ensure each client’s internal checklist is maintained, A/R questions are answered, etc.
• Assure checklist steps are correct for services sold, all necessary POA’s are filed, and client files are properly organized.
• Go to person for all BLF and BATS staff for the status of each client.
• Create communication plan and incorporate into checklist for tax returns to keep clients updated.
• Assist BATS leader with game plan to meet all tax deadlines and timely filing of old tax returns needed for BLF cases.
• If services client requires are different than services sold, alert sales leader to determine if upgrade needed.
• Coordinate sales effort to renew tax prep engagement agreements for existing clients (usually Nov and Dec)
• Assure BLF case leader is informed with all work being done with current BLF clients through BATS.
• Accurately and completely performs the data entry and reconciliation of accounts for assigned clients in QuickBooks.
• Responsible for scanning as required by BATS standard operating procedures
• Follow the BATS and BLF paperless system and assure client private information protected at all times throughout the office
• Answer phone calls to BATS, assists clients when possible, and route to other personnel when needed
• Prepare outgoing mail
• Other duties as assigned by BATS leader, including but not limited to, ERC project
• Responsible for assisting with general office tasks when other team members are out of the office.
• Other office maintenance tasks, as needed

Job Type: Full-time

Pay: $19.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Ultra Tax: 2 years (Preferred)
• Tax Prep: 3 years (Required)

Ability to Relocate:

• Lafayette, LA 70501: Relocate before starting work (Required)

Work Location: In person