What are the responsibilities and job description for the Tax Preparer position at IDM TAX?
Salary: Commission
Job Type : Part-Time / Full-Time
Shift Schedule : Monday - Saturday Day Shift Night Shift
Qualifications
- High school or equivalent (Preferred)
- Customer service: 1 year (Preferred)
- Work authorization (Preferred)
Benefits
- Flexible Schedule
Full Job Description
- The Tax Preparer prepares accurate individual and business tax returns, performs quality reviews, answers tax-related questions from clients, filing, answers multi-line phone, and basic administrative duties.
Are you:
- Looking to learn a new career and break into the tax industry?
- New to the workforce or with limited experience/education, but a willingness to learn?
- Retired and want to continue to make an impact?
- Someone without a college diploma? No problem!
- A Veteran or military personnel transitioning from the service?
- Part of a military family that moves often with deployments?
- A recent college graduate or current college student?
- A stay-at-home parent who needs a flexible work schedule?
- A gig worker or looking to add a second income?
- Bilingual? Bilingual candidates are highly encouraged to apply!
What you’ll do here: As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms and providing clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agencies.
- Conduct face-to-face tax interviews with clients.
- 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.
- Support office priorities through teamwork and collaboration.
Skills you’ll bring for success:
- 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.
- PTIN Certification: Yes
Job Types: Full-time, Part-time, Contract
Pay: $25.00 - $40.00 per hour
Benefits:
- Flexible schedule
Schedule:
- Weekend availability
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Los Angeles, CA: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
Salary : $25 - $40