We have a Administrative/Customer service position available. Successful candidates will have a professional approach as well as an outgoing personality. Candidates should also be able to deliver presentations with strong telephone etiquette and articulation. Candidates should also have a high level of computer proficiency. Solid work history is a must.
Responsibilities are Uploading documents received from clients to their file. Updating clients & gathering of client documents needed for tax resolution and tax preparation. Helping sales department with creating uploading and sending Power of Attorney's and other various tax documents. Training provided with opportunities to acquire an EA and tax preparer licenses. Will train the right candidate
State of the art CRM