Tax Preparer (Humble)

Responsibilities:Presents the Companys value proposition to clients concerning various company products and services and uses prescribed selling techniques. Conducts a thorough in-person interview with potential clients, using the companys propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer. Answers client calls via our national call center routing system. 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 atypical 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).Requirements:Strong attention to detail and accuracy. Ability to work under pressure, in a fast-paced working environment. Ability to lift a maximum of 25 lbs. Exhibits good communication, interpersonal and customer services skills.