Tax Professional

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 considers 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. * Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution * Audits all tax return forms for accuracy and completeness (i.e., client signatures). * This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business.

NO EXPERIENCE NEEDED! We will put you through Tax School so that you can learn tax preparation! * 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 * High School Degree or equivalent * Experience preferably in sales, service and tax preparation * PTIN (Preparer Tax Identification Number) required * Good communication, interpersonal and customer services skills * Basic knowledge of computer functions and math required. * Ability to lift a maximum of 25 lbs * Strong attention to detail and accuracy * Ability to work under pressure, in a fast-paced working environment Preferred Qualifications: * Field Instructor, Remote Support and Call Center certified * 1 years of experience preferably in sales, service and or tax preparation * Remote Support or Call Center ready certified * Enrolled Agent (EA) certification

Job Types: Full-time, Part-time, Temporary

Pay: $12.00 - $16.00 per hour

Benefits:

• Flexible schedule

Compensation Package:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Preferred)

Experience:

• Customer Service: 1 year (Preferred)

Work Location: In person

Salary : $12 - $16