Tax Preparer - Entry Level

Job summary
As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clientsComplete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agenciesConduct face-to-face tax interviews with clients
Job seniority: entry level
Responsibilities
• Prepare complete and accurate tax returns• Generate business growth, increase client retention, and offer additional products and services• Provide clients with IRS audit support• Complete all related tax forms in accordance with policies, and in compliance with legislation and regulations• Collection and processing of clients' payments while ensuring timely deposits• Marketing and business generation efforts• Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion• Answer client calls via our national call center routing system• Answer questions and provide future tax planning to clients• Resolve client complaints or refer situations to the supervisor (as appropriate) for resolution
Requirements
• Passion for providing extraordinary customer service• Excellent communication and interpersonal skills• Experience working in a fast-paced environment• Basic knowledge of computer functions and math• Sales and/or marketing experience• Experience in accounting, finance, retail, bookkeeping, or tax preferred but not required• Bachelor's degree in Accounting or related field a plus!• PTIN Certification: Yes
Key Skills Needed
• Passion for providing extraordinary customer service• Excellent communication and interpersonal skills• Experience working in a fast-paced environment• Basic knowledge of computer functions and math• Sales and/or marketing experience• Experience in accounting, finance, retail, bookkeeping, or tax preferred but not required• Bachelor's degree in Accounting or related field a plus!• PTIN Certification: Yes