Job Title: Tax Prep Case Worker
Location: Las Vegas, NV
Job Type: Full-Time
Reports To: Tax Preparation Manager
Job Overview:
We are seeking a diligent and organized Tax Prep Case Worker to join our team in Las Vegas, NV. The primary responsibility of this role is to assist clients in gathering necessary tax documents, such as W-2s, tax organizers, and other relevant paperwork. The ideal candidate will excel in client communication, be comfortable making a high volume of calls daily, and ensure the efficient progression of tax cases from initial contact to resolution.
Key Responsibilities:
● Make approximately 100 calls per day to clients to collect required tax documents.
● Communicate clearly and professionally with clients to explain what documents are needed and why.
● Guide clients through the process of submitting their W-2s, tax organizers, and other tax-related documentation.
● Track and manage the status of client documents using internal systems.
● Follow up with clients to ensure timely submission of all required paperwork.
● Collaborate with the tax preparation team to resolve any issues or discrepancies with client documents.
● Maintain detailed and accurate records of all client interactions and document submissions.
● Provide exceptional customer service to ensure client satisfaction and retention.
● Adhere to all confidentiality and data protection protocols.
Qualifications:
● High school diploma or equivalent; Associate's or Bachelor’s degree in a related field is a plus.
● Previous experience in customer service, case management, or tax preparation is preferred.
● Strong communication skills, both verbal and written.
● Excellent organizational skills and attention to detail.
● Ability to manage a high volume of calls and maintain a positive and professional demeanor.
● Proficiency with computer systems and the ability to learn new software quickly.
● Bilingual abilities are a plus.
Skills and Competencies:
● Customer-oriented approach with the ability to handle sensitive information confidentially.
● Strong problem-solving skills and the ability to work independently.
● Time management skills with the ability to prioritize tasks effectively.
● Patience and resilience when dealing with clients who may be unfamiliar with tax processes.
Work Environment:
● Office setting with extended periods of sitting and using a phone and computer.
● May occasionally require evening or weekend hours during peak tax season.
Compensation and Benefits:
● Competitive salary based on experience.
● Health, dental, and vision insurance.
● 401(k) plan with company match.
● Paid time off and holidays.
● Opportunities for professional development and career advancement.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
Experience level:
Schedule:
Experience:
Ability to Commute:
Work Location: In person
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