Tax Services Customer Support Specialist

Preferred Wealth Financial is currently seeking a Seasonal Tax Professional to join our team. As an integral member of our Tax Services department, this role demands a dedicated individual with a strong commitment to ethical practices, exceptional communication skills, and expertise in data entry and tax return preparation.

Key Responsibilities:
Phone Handling:

Manage incoming client calls with professionalism and provide knowledgeable assistance.
Direct calls to the appropriate tea ---------- mbers, ensuring a positive and efficient client experience.

Data Entry:
Enter client information accurately and efficiently into tax preparation software.
Organize and maintain client files in an orderly manner, ensuring easy access and retrieval.

Email Communication:

Respond to client inquiries promptly and professionally via email, providing relevant information.
Collaborate with tea ---------- mbers to ensure consistent and clear communication across all channels.
Tax Return Preparation:

Utilize tax preparation software to accurately prepare tax returns for clients.
Conduct thorough reviews of prepared returns to identify and resolve any discrepancies or issues.
Ethical Practices:

Adhere to the highest ethical standards in all client and colleague interactions.
Ensure the confidentiality of client information and comply with all industry regulations.
Seasonal Commitment:

Embrace the seasonal nature of the role, prioritizing deadlines during peak tax filing periods.
Flexibility to work extended hours or weekends as necessary during busy seasons.

English Proficiency:
Demonstrate excellent verbal and written communication skills in English.
Effectively explain complex tax concepts to clients in a clear and understandable manner.
Technology Requirements:

Maintain a reliable, high-speed internet connection for remote work.
Ensure that your computer is well-maintained, equipped with the necessary software tools for tax preparation.

Qualifications:
Strong attention to detail and accuracy in all tasks.
Ability to work independently and collaboratively within a team environment.
Commitment to maintaining professionalism and ethical standards.


Next Steps go to :

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Please follow this link to record your voice. Once complete, kindly send the link back to us.

Sample Script for Client Call:

“Hello, this is [YOUR NAME] from Preferred Wealth Financial. How are you today?

Great! The reason for my call is that you recently filled out a contact form in response to a post on Facebook. Does that sound familiar?

Excellent! I’d like to schedule a meeting with one of our tax experts to provide you with a refund estimate. Would tomorrow at 10 AM work for you?”