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0-5 years of experience
- Prepared federal tax documents by assembling and analyzing financial information.
- Increased client retention by 22% and managed new clients.
- Exercised due diligence in tax preparation.
10+ years of experience
- Conducted thorough in-person interview with potential clients.
- Completed all related tax forms in accordance with policies.
- Researched tax related questions and issues, and responded to clients appropriately and within a timely manner.
- Resolved client complaints.
0-5 years of experience
Conduct tax interviews and research tax questions for the purpose of preparing complete and accurate tax returns.
- Provide tax information to clients as its relates to tax preparation.
- Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans. Engage in local marketing and business building activities.
- Remain current with company policies and procedures related to tax preparation.
- Assist in maintaining proper office appearance and cleanliness. Ensure that workstation is neat and clean at all times.
- Perform duties of other office support positions. As necessary, assist in opening the office and participate in the end of day processes related to accounting and the office closing.
6-10 years of experience
- Direct responsibility for working with both clients (personal and business), and Federal and State tax authorities to arrive at an acceptable resolution to tax compliance and associated debts.
- Affiliate Partner Network Development and Compliance Manager - Developed and implemented training, policies and procedures designed to increase closing efficiency within a network of roughly 170 Affiliate Partners geographically dispersed throughout the US. Result was a 500% increase in closed cases, substantial increase in network capacity, and a 40% reduction in refunds.
- Tax Analyst - Working directly with client's and in house attorneys to analyze client's tax position, provide suitable recommendations for resolution, preparation of necessary resolution documents for submission to the IRS, and closing the client's case with high client satisfaction.
- Senior Debt Consultant - Consultative sales, one call close of lead source prospects to provide the correct legal services, negotiation of both price and terms.
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