Tax Preparer Store Operations Garden Grove

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:

• Field Instructor, Remote Support and Call Center certified

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

• Remote Support or Call Center ready certified 

• Enrolled Agent (EA) certification