Seasonal Tax Preparer

WE STAND BEHIND OUR WORK As certified tax preparers we know our stuff and are held to a standard even higher than required by the IRS. We know the tax code better than others. We ask more of the right questions to find the credits and deductions you deserve and others miss. Bottom line - your tax return is 100% accurate or we pay.

Our seasonal Tax Preparers perform a variety of activities related to income tax preparation, sales and the delivery of excellent customer service. 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.

* 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. * Presents the Company’s value proposition to clients concerning various company products and services and uses prescribed selling techniques. * 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). * Checks the “hold” drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns. * Monitors on-site client volume and advises supervisor when additional tax preparers are required. * Participates in call campaigns and other marketing activities. * Other job duties as assigned.

* High School Degree or equivalent related business experience. Course of study in tax preparation and/or accounting preferred. * Previous experience in tax preparation and filing a plus. * Good communication, interpersonal and customer services skills. * Basic knowledge of computer functions required. * Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number). * Top candidates for this position will have retail experience providing exceptional customer service and performing multiple tasks in a fast paced environment.