What are the responsibilities and job description for the Tax Consultant position at All-N-One Taxes and Insurance?
client documentsJob: Tax Preparer
Job Description: The tax preparer contributes to All-N-One Taxes and Insurance by working closely with its customers, other tax preparers, the receptionist, and administrative team. They’re responsible for interviewing clients regarding their income, expenses, and deductions. They’re also responsible for obtaining all required client documents and accurately entering the information into the tax software system.
Responsibilities: The tax preparer will be responsible for:
*Performing clerical task within the office setting
*Answering calls from other tax professionals and the administrative team
*Greeting clients on arrival when the receptionist is unavailable
*Making organic (NEW CLIENT) appointments
*Discussing balance dues and preparation fees to customers in details
*Advising clients of all payment and refund options
*Helping client’s set up customer portal accounts & helping upload documents into portal as needed
*Directing clients to the office with clear directions
*Responding to customers in a polite and timely manner
*Maintaining and completing scheduled appointments as well as walk-in
*Sharing any software issues or updates with office staff, especially the administrative team
*Collecting information from customer needed for appointment and/or tax preparation
*Collecting and retrieving documents from clients and accurately entering them into software system
*Using applicable local, state, and federal tax laws to determine deductions and credits
*Interviewing clients to obtain important information to accurately prepare the clients federal, state, and local return
*Building client relationships to promote and expand the business by obtaining referrals
*Estimating return preparation time and its complexity after quickly accessing the client documents
*Keeping client’s taxes as low as possible with legally allowable deductions and credits
*Helping clients who owe taxes understand their payment options and assisting clients with understanding their refund options
*Working without making judgments and keeping interactions with clients positive and professional
Requirements: The preparer should have the following skills and education:
*Have a high school Diploma or GED
*Strong phone skills
*Strong Multi- Tasking Skills
*Strong Interpersonal Skills
*Able to type 35wpm
*Good Communication Skills
*Good IRS Standing
*Complete ALL MANDATORY TRAINING
All-N-One Taxes and Insurance Mission: Our mission is to provide complete, accurate, and professional tax preparation services to individuals and small businesses in the greater Indianapolis area. Our goal is to be known for our ability to assist our customers with tax trouble assistance, tax preparation assistance, and tax compliance assistance at an affordable price.
Compensation: Commission and a seasonal bonus.
Job Types: Full-time, Part-time, Temporary
Pay: $12.00 - $15.00 per hour
Benefits:
- Flexible schedule
Schedule:
- Monday to Friday
- Weekends as needed
Education:
- High school or equivalent (Preferred)
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
Salary : $12 - $15
