Seasonal Tax Preparer - Morgan Hill Kiosk

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

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