What are the responsibilities and job description for the Online Tax Preparer position at The Ross Alliances?
Position: Tax Preparer
Company: LegacyBridge Financial Group
Employment Type: Contract | Flexible Hours
Overview
Join LegacyBridge Financial Group, a new name in tax preparation, and help individuals and small businesses navigate the tax season with confidence. We are looking for driven, customer-focused individuals to work as In-Office & Virtual Tax Preparers for the upcoming tax season. Whether you're an experienced professional or new to tax preparation, we offer comprehensive training and a flexible work schedule, all while working in the office or from the comfort of your home.
Key Benefits
We make tax preparation rewardingâfor both you and your clients.
How To Apply
Start your journey today! Click the link below to submit your resume: here online, or submit your application to us via our direct application
Apply Here
Once your application is reviewed, we'll guide you through the next steps to complete training and begin earning with LegacyBridge Financial Group.
**IF YOU DO NOT LIVE IN THE UNITED STATES, YOU MUST HAVE A CLIENT BOOK OF BUSINESS ALREADY**
Company: LegacyBridge Financial Group
Employment Type: Contract | Flexible Hours
Overview
Join LegacyBridge Financial Group, a new name in tax preparation, and help individuals and small businesses navigate the tax season with confidence. We are looking for driven, customer-focused individuals to work as In-Office & Virtual Tax Preparers for the upcoming tax season. Whether you're an experienced professional or new to tax preparation, we offer comprehensive training and a flexible work schedule, all while working in the office or from the comfort of your home.
Key Benefits
- Flexible Scheduling: Work when it fits your lifestyle.
- No Experience? No Problem: Complete our Training Academy to gain all the knowledge you need via live training or our online platform
- Top-Tier Tools: Access advanced tax preparation software and resources and secure portals for your clients to submit their documents and information.
- Client-Friendly Services: Help your clients who are behind on past years' taxes with our specialized services.
- Upsell Opportunities: Offer additional products and services to maximize your earnings and provide extra value to your clients.
- Competitive Earnings: Earn competitive commissions with bonus opportunities.
- Supportive Team Environment: Enjoy ongoing guidance and resources to help you succeed.
- Prepare and review individual and small business tax returns using advanced software.
- Guide clients through the tax preparation process via phone, email, or video calls.
- Ensure compliance with all federal, state, and local tax regulations.
- Provide superior customer service and resolve client concerns effectively.
- Assist clients with filing past-due taxes and getting back on track with their finances.
- Offer additional products and services to clients to enhance their tax filing experience.
- Keep accurate and organized records of client interactions and tax documents.
- Completion of the Training Academy (required before starting).
- Strong attention to detail and a knack for organization.
- Basic tax knowledge (we'll provide training for beginners!).
- Tech-savvy with the ability to learn tax software quickly.
- Excellent communication and interpersonal skills.
- A self-motivated attitude and ability to work independently.
- Offering Great Customer Service
- Computer Literacy (must have)
- Cross-Selling Ability
- Go-getter attitude
We make tax preparation rewardingâfor both you and your clients.
- Have the freedom to work from a local office or remotely and set your own schedule.
- Help clients with a range of tax needs, from current filings to resolving past-due taxes.
- Offer clients premium services comparable to major tax offices.
- Gain valuable skills and grow in a lucrative field.
- High commissions and Bonuses
How To Apply
Start your journey today! Click the link below to submit your resume: here online, or submit your application to us via our direct application
Apply Here
Once your application is reviewed, we'll guide you through the next steps to complete training and begin earning with LegacyBridge Financial Group.
**IF YOU DO NOT LIVE IN THE UNITED STATES, YOU MUST HAVE A CLIENT BOOK OF BUSINESS ALREADY**