We are looking for up-beat candidates with outstanding sales experience to prepare individual tax returns. We do offer training. This is an excellent opportunity to learn a new skill for an enthusiastic, goal oriented, and driven sales individual. WE PROVIDE TAX PREPARATION TRAINING! If your interview goes well and you are hired then TRAINING WOULD START JANUARY 2ND! Our company is growing fast nationwide and we are dedicated to providing excellent customer service and professionalism. Tax Preparer/Inbound Sales Representative Job Description
Attend tax associate training sessions and office meetings
Be able to utilize Tax Software to produce taxes (Training will be provided)
Prepare federal and state income tax returns
Collect accurate client Data
Provide taxpayer client service & quality control
Review financial records, like prior tax return forms, income statements plus documentation of expenditures to define forms needed to prepare return
Interview client to obtain additional information on taxable income & deductible expenses allowances
Processing tax documents, obtaining all necessary client signatures.
Learn and adhere to all company policies and procedures (see P&P Manual)
Utilize CRM to update client’s information and notes
Managing Inbound Calls producing the set daily goal of Prepared Taxes.
Role Expectations
Work efficiently and independently; be productive and self-directed; take ownership of your job
Efficient Time Management
Follow up with unprepared clients
Maintain quality customer relations, timely management of 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 necessary)
Role Requirements
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 & perseverance
Availability for agreed upon hours, dependability. Minimum 6 Days Per week
Numbers & Facts
Location
North Lauderdale, FL
Job Type
Full-time
Salary
$3,000–$7,000
Skills
Calendar Managementunmatched
Computer Skillsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Service Evaluationunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Collectionunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Income Statementsunmatched
Income Taxunmatched
Interpersonal Skillsunmatched
Office Managementunmatched
Organizational Skillsunmatched
Quality Controlunmatched
Quality Managementunmatched
Revenue Growthunmatched
Salesunmatched
Set Goalsunmatched
State Taxunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Team Playerunmatched
Telephone Skillsunmatched
Time Managementunmatched
Training/Teachingunmatched
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