Description
Now training and hiring Financial Service Professionals
Experience in Customer Service and Bilingual in Spanish a Plus
Office Hours: Mon – Sat 9:00 AM to 6:00 PM
We are looking for individuals who are interested in career opportunities in the Financial Services Industry. We offer comprehensive in-house training and financial assistance for outside specific training courses.
We are a growth-oriented company with advanced positions of leadership available to persons who can acquire the requisite job skills associated with advanced positions.
QUALIFICATION AND REQUIREMENTS
Basic proficiency in computer skills
Ability to perform data entry with a high level of accuracy
Highly organized and detail oriented
Verbal and written communication skills
Ability to work with the public
Friendly and outgoing personality
Ability to obtain a PTIN number from the IRS
Ability to work flexible hours
Satisfactory completion of Tax Training Course
Confidentiality (will need to sign a confidentiality agreement)
Preparation of 1040 Tax Returns
Processing sales receipts, invoices, and bills.
Communicating with clients and team members regularly
Responsibilities Include:
The Financial Services Professional is responsible for gathering basic data required to complete a tax return, interviewing client to gather additional information, data entry and verifying data input, identifying potential tax issues, presenting the value brought to the tax return prepared, gaining acceptance and trust from the client, answer questions and install confidence in the mind of the client.
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