Sales Representative

Potential Pay

$3,000-$7,000 per month

• Attend tax associate training sessions and office meetings
• Be able to utilize tax software to produce taxes (training will be provided)
• Prepare federal and state income tax returns
• Collect accurate client data
• Provide taxpayer client service and quality control
• Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine necessary forms for the return
• Interview clients to obtain additional information on taxable income and deductible expenses
• Process tax documents and obtain all necessary client signatures
• Learn and adhere to all company policies and procedures (see P&P Manual)
• Utilize CRM to update client information and notes
• Manage inbound calls and produce the set daily goal of prepared taxes

• Work efficiently and independently; be productive and self‑directed; take ownership of your job
• Efficient time management
• Follow up with unprepared clients
• Maintain quality customer relations and timely management of calendar appointments
• Function as a loyal member of the tax office team
• Maintain confidentiality of client information and company proprietary information
• Provide frank feedback to the office manager
• Learn all necessary skills to complete responsibilities (continue education as needed)

• Knowledge of income tax preparation (relevant experience or completion of a tax course)
• Maturity, sensitivity, and integrity
• Detail orientation and strong organizational skills
• Strong interpersonal skills, concern for people, a team player
• Maintain quality and professional relationships with all departments
• Represent the company professionally to the public and associates
• Earn acceptance and trust of all company associates
• Computer proficiency or aptitude (training in tax preparation software provided)
• Initiative, self‑reliance, and perseverance
• Availability for agreed upon hours, dependability; minimum six days per week