What are the responsibilities and job description for the Tax Preparer (Seasonal) position at Verify Express LLC?
Tax Preparer
Verify Express, LLC - OSO Tax Service
Overview -
Have you ever wondered what it’s like to work in the tax industry? We will train you prepare tax returns through our Income Tax Class, then you will be ready to go!
Responsibilities -
Our Tax Preparers Conduct a thorough in-person interview with potential clients, using Drake tax software. They deliver exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer.
- Complete all related tax forms in accordance with policies, and IRS legislation and regulations. Furnishes taxpayers with sufficient information to ensure correct tax form completion.
- Consult tax law reference materials to determine procedures for preparation of a typical return.
- Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Resolve client complaints or refers situations to supervisor (as appropriate) for resolution.
- Audit all tax return forms for accuracy and completeness (i.e., client signatures).
- Participate in call campaigns and other marketing activities.
- Other job duties as assigned.
Requirements -
- High School Degree.
- Ability to pass our Income Tax Preparation class.
- Must have a current PTIN or can register for a current PTIN.
- Good communication, leadership, interpersonal and customer services skills.
- Basic knowledge of computer functions required.
- Top candidates for this position will have retail experience providing exceptional customer service and performing multiple tasks in a fast-paced environment.
- Strong attention to detail and accuracy.
- Ability to work under pressure, in a fast-paced working environment.
- Compliance with company policies and standards.
- Accountant, CPA or EA preferred but not required.
Job Type: 15 – 25 hours per week from January through April
Position is Seasonal - January through April 2023 with the opportunity to continue the work during every tax season thereafter. Competitive pay and opportunities to rapidly grow in a team environment practice.
Spanish Speaking preferred but not required.
Salary: $13.00 to $17.00 /hour (paid as a base plus commission)
Experience: NONE required
Education:
- Must be willing to attend our tax preparation class from Mid-November through December. This class has a cost but can be waived.
Job Types: Part-time, Temporary
Pay: $13.00 - $17.00 per hour
Benefits:
- Flexible schedule
Supplemental pay types:
- Bonus pay
- Commission pay
Education:
- High school or equivalent (Required)
Language:
- Spanish (Preferred)
Work Location: One location
Salary : $13 - $17