Tax Preparer / Data Entry/ virtual Assistant Dynamic Position

WE ARE LOOKING FOR THE BEST OF THE BEST IN CUSTOMER SERVICE / DATA ENTRY/ GREAT ATTENTION TO DETAIL
We are a US Based Small business Taxes office. We are looking for a Exciting, Dynamic Position for Highly Qualified Candidates.

Responsibility

This Position you would have to assist with getting our clients data sheets forms from ours clients through via Jotforms. Person will be responsible for inputting / data entry of our clients and software partners information.


Direct client communication obtaining information


Onboard new clients

Excellent spelling and grammar skills • Fluent in English

GREAT customer service skills, Driven & Outgoing a MUST
Experience in preparing individual tax returns is a plus* NOT REQUIRED*
Strong understanding of income tax services
Ability to effective organize, prioritize, and manage multiple assignments on a tight deadline

Outstanding interpersonal skills

helping gather information to pass to a tax Preparer to process a client individual tax returns
Setting appointments for the CEO and texting and emailing clients
Include the keyword in the subject line "CHICKEN" when submitting your application
Gathering and organizing data for tax preparation
Reviews financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare ---------- erview client to obtain additional information on taxable income, deductible expenses and allowances.

email clients a copy of there tax return

This is a long-term, full-time position. 40 hours per week expected Monday – Friday and some Saturdays

Make sure you include the KEY WORD IN THE SUBJECT LINE!

You Will Be Successful If…

You keep the communication going on a daily basis and follow the requirements and your responsibility's