Tax Preparation Coordinator

3 months ago

Temecula, United States SAFEWAY TAX RELIEF INC Full time
Job DescriptionJob DescriptionDescription:

Safeway Tax Relief is at the forefront of transforming the tax resolution industry. Our mission is to empower individuals by resolving their tax issues with compassion and efficiency. As part of our growing team, you'll be instrumental in making a significant impact on our clients' lives. If you're ready to leverage your skills in a role that truly matters, we welcome you to join our team.


About the Role:


As a Tax Preparation Coordinator, you will be the primary point of contact for our clients, guiding them through the tax preparation process. Your role is critical in ensuring all necessary documentation is collected, cases progress efficiently, and clients are kept informed every step of the way.


What You'll Do:

  • Conduct thorough reviews of client case information to identify required documents for tax preparation and IRS resolution package submission.
  • Efficiently manage a pipeline of cases, maintaining frequent communication with clients through email and SMS to advance their cases.
  • Utilize our CRM system to accurately document all client interactions and case status updates.
  • Offer consistent updates to clients, maintaining transparency and minimizing confusion.
  • Collaborate with various departments to address client concerns and answer questions.
  • Handle sensitive and confidential IRS documents with the utmost care and understanding.
  • Prioritize workloads based on case complexity and ensure adherence to company procedures.
  • Conduct high volumes of inbound client calls and manage appointments effectively.

What You'll Need to Have:

  • Proficiency in cloud-based phone software like Talk Desk and Logics.
  • Strong communication skills and a track record of providing excellent customer service.
  • A keen attention to detail and the ability to manage time and multitask effectively.
  • A high school diploma or equivalent, with two years of related experience preferred.

What We Offer:

  • A salary range of $18-$21 per hour.
  • Comprehensive benefits including medical, dental, and vision insurance after 60 days.
  • Paid Time Off (Sick, Holidays).
  • Opportunities for professional development and access to an on-site gym and gaming lounge.
  • Quarterly company outings and weekly catered meals.

Join Our Award-Winning Team:

Safeway Tax Relief is dedicated to creating an inclusive, supportive work environment. We are proud to be an equal opportunity employer and encourage candidates from all backgrounds to apply. If you have a passion for helping others and are looking for a fulfilling career, apply today to become a part of our mission.

Apply now to take the next step in your career with Safeway Tax Relief, where your work makes a real difference.

Requirements:


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