Job description

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.

Required Qualifications:

• 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:

• 1+ years of experience preferably in sales, service and or tax preparation.

Job Types: Full-time, Part-time

Salary: $13.00 to $15.00

Additional Compensation:

• Commission
• Bonuses

Benefits:

• Flexible schedule

Call Renee @ (209) 589-6586 for Immediate Consideration

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

Pay: $16.00 - $20.00 per hour

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• High school or equivalent (Preferred)

License/Certification:

• Status to Work in the USA (Preferred)

Work Location: One location

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