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Under general supervision and in accordance with established company policies and procedures, the Tax Preparer I performs a variety of...

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Upper Sandusky, Ohio

Wyandot County


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Job Description

Under general supervision and in accordance with established company policies and procedures, the Tax Preparer I performs a variety of activities related to income tax preparation, sales and the delivery of exceptional customer service. 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.

DUTIES: Conducts a thorough in-person interview with potential clients, using the company s propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer. Answering client calls via our national call center routing system. Presents the Company s value proposition to clients concerning various company products and services and uses prescribed selling techniques. Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion. Consults tax law reference materials to determine procedures for preparation of returns. Answers questions and provide future tax planning to clients. Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Researches tax related questions and issues, and responds to clients appropriately and within a timely manner. Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution. Audits all tax return forms for accuracy and completeness (i.e., client signatures). Participates in call campaigns and other marketing activities. 

Job Requirements

High School degree or equivalent. Preferably sales or service experience. Candidates can perform multi tasks in a fast environment. Must have good communication, interpersonal and customer service skills.

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