Tax Professional
22 hours ago
Estimated Salary: $40,000 - $60,000 per year
Company Overview:1800 Tax Pro Inc is a leading tax preparation service provider with a nationwide presence. We are committed to delivering excellent customer service and professionalism.
Job Description:- Attend tax associate training sessions and office meetings
- Utilize tax software to produce accurate tax returns (Training provided)
- Prepare federal and state income tax returns
- Collect accurate client data
- Provide exceptional taxpayer client service & quality control
- Review financial records to define necessary forms for return preparation
- Interview clients to obtain additional information on taxable income & deductible expenses allowances
- Process tax documents, obtaining all necessary client signatures
- Learn and adhere to company policies and procedures
- Utilize CRM to update client information and notes
- Manage inbound calls to meet daily prepared taxes goal
- Work efficiently and independently; be productive and self-directed
- Efficient time management
- Follow up with unprepared clients
- Maintain quality customer relations and timely calendar appointments
- Function as a loyal member of the tax office team
- Maintain confidentiality of client information and company proprietary information
- Provide frank feedback to Office Manager
- Learn all skills necessary to complete responsibilities (continue education as needed)
- Knowledge of income tax preparation (relevant experience or completion of tax course)
- Maturity, sensitivity, and integrity
- Detail orientation, strong organizational skills
- Strong interpersonal skills, concern for people, a team player
- Maintain quality and professional relationship with all departments
- Represent the Company professionally to the public and its Associates
- Earn acceptance and trust of all company associates
- Computer proficiency or aptitude (training in tax preparation software provided)
- Initiative, self-reliance, and perseverance
- Availability for agreed-upon hours, dependability. Minimum 6 days per week
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