Tax Office Assistant

Alliance Tax is seeking a motivated individual, to fill our Tax Office Assistant. As a T.O.A, you will be responsible for conducting interviews with potential clients, using our computer software while delivering exceptional customer service.

We offer competitive pay, incentive pay opportunities, flexible schedules, and advanced tax training and certification. Training is provided.

Duties Include:

• Answering calls, greeting visitors, helping them navigate through an office.
• Appointment setting, sort mail, make copies, and ordering office supplies.
• Begin the tax return by entering client and W-2 information into the tax program
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
• Client retention, generating new business, and offering additional products and services.
• Providing ongoing customer support.

Requirements

• Excellent communication skills and positive attitude.
• Experience working in a fast-paced environment.
• Successful completion of Introduction to Taxation Skills Assessment.
• Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements.
• High School Diploma or equivalent.

Preferred

• Previous experience working in a customer service environment
• Sales and/or marketing experience

Job Types: Part-time, Full-time

Benefits:

• Flexible schedule
• Bonus opportunities

​

Notes:

• Our Uniquely Designed Comprehensive Training Program, will teach you how to Prepare and File Individual and Small Business Tax Returns. At the end of our training, you will be qualified to become a Tax Professional.
• Enrollment in, or completion of our Income Tax Assessment is neither an offer nor a guarantee of employment.

Job Type: Full-time

Pay: $14.00 - $17.00 per hour

Benefits:

• Referral program

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: In person

Salary : $14 - $17