Online Tax Preparer
Online Tax Preparer
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Salary Not Disclosed
1 Vacancy
Job Description
- Flexible Scheduling: Work when it fits your lifestyle.
- No Experience No Problem: Complete our Training Academy to gain all the knowledge you need via live training or our online platform
- Top-Tier Tools: Access advanced tax preparation software and resources and secure portals for your clients to submit their documents and information.
- Client-Friendly Services: Help your clients who are behind on past years taxes with our specialized services.
- Upsell Opportunities: Offer additional products and services to maximize your earnings and provide extra value to your clients.
- Competitive Earnings: Earn competitive commissions with bonus opportunities.
- Supportive Team Environment: Enjoy ongoing guidance and resources to help you succeed.
- Prepare and review individual and small business tax returns using advanced software.
- Guide clients through the tax preparation process via phone email or video calls.
- Ensure compliance with all federal state and local tax regulations.
- Provide superior customer service and resolve client concerns effectively.
- Assist clients with filing past-due taxes and getting back on track with their finances.
- Offer additional products and services to clients to enhance their tax filing experience.
- Keep accurate and organized records of client interactions and tax documents.
- Completion of the Training Academy (required before starting).
- Strong attention to detail and a knack for organization.
- Basic tax knowledge (well provide training for beginners!).
- Tech-savvy with the ability to learn tax software quickly.
- Excellent communication and interpersonal skills.
- A self-motivated attitude and ability to work independently.
- Offering Great Customer Service
- Computer Literacy (must have)
- Cross-Selling Ability
- Go-getter attitude
- Have the freedom to work from a local office or remotely and set your own schedule.
- Help clients with a range of tax needs from current filings to resolving past-due taxes.
- Offer clients premium services comparable to major tax offices.
- Gain valuable skills and grow in a lucrative field.
Employment Type
Full Time
