Preferred Wealth Financial is currently seeking a Seasonal Tax Professional to join our dynamic team. As a crucial member of our tax services department, this role requires a dedicated individual with a strong commitment to ethical practices, exceptional English communication skills, and proficiency in data entry and tax return preparation.
**Key Responsibilities:**
Phone Handling
– Answering incoming calls from clients and providing courteous and knowledgeable assistance.
– Directing calls to the appropriate team members and ensuring a positive client experience.
Data Entry:
– Accurate and efficient data entry of client information into our tax software.
– Organizing and maintaining client files in a systematic manner for easy retrieval.
Email Communication:
– Responding promptly and professionally to client emails, addressing inquiries and providing necessary information.
– Collaborating with team members to ensure consistent and coherent communication.
Tax Return Preparation:
– Utilizing tax software to prepare accurate and compliant tax returns for clients.
– Conducting thorough reviews of prepared returns to identify potential issues or discrepancies.
Ethical Practices:
– Upholding a high standard of ethical conduct in all interactions with clients, colleagues, and external parties.
– Ensuring strict confidentiality of client information and adherence to industry regulations.
Seasonal Commitment:
– Understanding and embracing the seasonal nature of the role, with a focus on meeting deadlines during peak tax filing periods.
– Flexibility to work extended hours or weekends during peak seasons.
English Proficiency:
– Demonstrating excellent verbal and written English communication skills.
– Effectively communicating complex tax concepts to clients in a clear and understandable manner.
Technology Requirements:
– Possessing a reliable and high-speed internet connection for seamless remote work.
– Using a well-maintained and properly functioning computer with the necessary software tools for tax preparation.
**Qualifications:**
– Strong attention to detail and accuracy.
– Ability to work independently and collaboratively in a team environment.
– Commitment to maintaining a high level of professionalism and ethical standards.
Next step:
Please use this link to record your voice recording.)
When you are done please send the link back.
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“I am calling from Preferred Wealth Financial. Hi Lisa, this is (YOUR NAME) calling. How are you doing today?
Great! The reason for the call today is you had recently filled out a contact form from a post on Facebook. Does that sound familiar?
Perfect! I wanted to reach out to you today to get you scheduled in with our tax expert to give you a refund estimate.
How does tomorrow at 10am sound? “
APPLY FOR THIS JOB:
Company: Preferred Wealth Financial
Name: Icelynn Hamilton
Email: