We are currently seeking to fill 4 FT/PT positions in both Mesa & Phoenix locations. Positions are seasonal January - May 2010. Some positions may extend throughout the calendar year.
Training will be provided beginning November 16, 2009.
JOB DESCRIPTION:
This seasonal position prepares income tax returns while excellent service, following our company’s values and encouraging client relationships. Completes each tax return utilizing Due Diligence and complies with proper IRS, Bank & Company’s procedures. A Seasonal Tax Preparer maintains a professional appearance and demeanor in offering our tax preparation service and building relationships.
Duties:
• Prepares Income & Business returns based on information provided by clients, utilizing professional work ethics.
• Responsible for preparing income tax returns utilizing information provided by the Taxpayer.
• Reviews Client’s tax preparation situation and ensures that all required documentation is available, offering estimates, education and information/resources.
• Reviews Client Service Agreement Form with Client to ensure the understanding of their return preparation process.
• Ensures that each return is accurately completed and review with Taxpayer(s)
• Communicates with Client if their return/refund process/expectations change.
• Responsible for collecting, scanning, composing TP file maintenance.
• Offers return refund/payment options, while complying with Bank & electronic filing options/requirements.
• Assists/prepares ITIN application(s) following the ITIN Program’s requirements.
• Develop leads/sales with family and friends to maximize potential commission earnings
• Develop sales from estimates, utilizing the “5 Keys”
• Develop sales form referral card distribution.
• Responsible for collecting fees for all non-bank products and e-filed returns up front, recording client payment and reporting cash transactions to management.
REQUIREMENTS:
1. Bilingual; english/spanish
2. Microsoft Office Skills
3. Cash management experience
4. MUST attend training November 16, 09 - December 30, 09
BENEFITS:
1. Flexible schedule
2. Direct Deposit
3. Free tax preparation for family
4. Performance bonus program participation - at the end of tax season*
5. Ongoing training
SALARY FOR TRAINING IS $8.00 PER HOUR
INTERESTED?:
For consideration, please respond by attaching your resume to this posting or fax your resume to (602) 841-0402. Your response MUST include the location of interest and your FT/PT availability. No phone calls please!!!!
- Location: Phoenix & Mesa Locations
- Compensation: SALARY: $10.00 PER HOUR
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.