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Data Entry
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Job 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
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
