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 (you are reimbursed and you can get it after hired)

- 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