Slidell Area , Data Entry
Description
- Conducting face-to-face client interviews
- Providing high-quality tax return preparation assistance to clients to ensure that accurate and complete tax returns are filed in a timely manner
- Increasing client retention, generating business growth and offering additional products and services
- Make client appointments
- Assemble client packets
- Answer telephone, direct calls, take messages
- Greet arriving clients
- Other responsibilities as assigned
- High School Diploma or equivalent
- Basic typing skills (minimum 35 wpm)
- Basic computer operating skills
- Ability to effectively communicate in person and in writing
- Excellent people skills
- Experience working in a fast-pace environment
- Team-oriented
- Successful completion of company provided Tax Knowledge Assessment
- Sales and/or marketing experience
- Previous tax preparation work experience
- Annual Filing Season Program (AFSP) Certification
We attribute the growth and success of our Company to our belief in 3 core principles: Integrity, Accuracy and Service. For more than 25 years, we have been committed to serving the needs of our Clients with the help of a diverse, dedicated team of Enrolled Agents, Accounting Professionals, and other Tax Professionals who have years of experience in the tax services industry.
We pride ourselves on maintaining our competitiveness by being aware of and prepared for the complexities that our industry encounters every year. Our objective is to continue to uphold our tradition of excellence in the tax services industry by evaluating and taking full advantage of the latest technologies while keeping abreast of the ever changing tax laws that may affect our Clients.