80+ Tax Preparers Needed for Expansion into NH

BASIC FUNCTION

Under general supervision and in accordance with established company policies and procedures, provides a variety of services related to income tax preparation.  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.

1.      Conducts a thorough in-person interview with potential clients, using the company’s propriety tax software application.

2.      Provides details to clients concerning appropriate company products and services (RAL, ACR, ETR, DD, PAP, GG, CC).

3.      Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.

4.      Checks the “hold" drawer daily and contacts clients for additional information, as necessary, to insure accurate completion of tax returns.

5.      Audits all tax return forms for accuracy and completeness (i.e., client signatures).

6.      Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.

7.      Monitors on-site client volume and advises supervisor when additional tax preparers are required.

8.      Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution.

9.      Performs other duties as required.