Join Our Team

Tax Preparer

Role And Responsibilities

Review financial records, such as prior tax returns, income statements, and documentation of expenditures to determine forms needed to prepare return.

• Communicate with clients and creating a positive experience
• Build and maintain relationships with new customers daily
• Set daily production goals
• Tax Preparation
• Educate customers on how products and services can benefit them personally and financially
• Maintain copies of taxpayer IDs, Social Security Cards, W2s and any other tax related documents
• Excellent customer relations skills
• Report to Director of Operations

Qualifications and Education Requirements

High School Degree required

Preferred Skills

• Excellent customer service skills
• Microsoft Office
• Attentive to detail
• Prior tax preparation experience
• Time Management
• Collaboration and teamwork

Administrative Assistant

Role And Responsibilities

Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return.

• Client correspondence
• Answer phone and respond to messages
• Input taxpayer information into software
• Maintain copies of taxpayer IDs, Social Security Cards, W2s and any other tax related documents
• Excellent customer relations
• Report to Director of Operations

Qualifications and Education Requirements

High school Degree required

Preferred Skills

• Good customer relationship skills
• Avid Microsoft Office user
• Detail oriented
• Excellent data entry skills

Sales Agent

Role And Responsibilities

TM Taxes is a rapidly growing tax and accounting company that is looking for high achieving and outgoing sales representatives, who will work as independent contractors. Candidates will be responsible for establishing and maintaining good relationships with customer base in their assigned territory. The sales representative will build trust and provide support to prospects, ensuring the conversion to qualified referral. The ideal candidate should be highly motivated to find new tax clients, have great sales skills, and eager to earn good compensation. Some perks of the position are flexible work hours and bonus potential.

Duties include, but not limited to:

• Meeting daily sales quotas
• Client recruiter
• Working directly with tax preparers to ensure tax referrals are recorded
• Building and maintaining relationships with new prospects and existing customers
• Educating customers on how products and services can benefit them personally and financially
• Understanding on-boarding process and customer needs
• Identifying prospects, lead generation, and customer conversion
• Collaborating with local businesses and other professional networks

Qualifications and Education Requirements

High School Diploma

CPA

Role And Responsibilities

• Finalize tax preparation filing process
• Review tax preparer files
• Prepare business tax returns
• Troubleshoot taxpayer escalations
• Manage payroll and bookkeeping clients
• Up-to-date tax knowledge
• Analyze company data and compile reports

Qualifications and Education Requirements

• BA Degree
• CPA certified
• Customer Relations
• Tax preparation experience

Preferred Skills

• Public accounting and financial reporting
• Critical thinking and problem solving