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Business Tax Preparer SBTP I REQ#287460

data entry efin business taxes income taxes

Herij Taxes

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Herij Matrix is seeking experienced Tax Preparers for the 2024 Income Tax Season. Must have a current PTIN certificate. In this role, you will apply a value-based methodology offering educational tips to clients to help them in understanding their income profile including: W-4 forms, annual expenses, exemptions, credit, deductions, etc. Our SBITP’s advocate for our clients by creating accurate tax reports, offering audit assistance, and creating referral-based relationships.

•    Must be passionate about numbers, money, finances, and tax law.
•    Associate’s degree in Accounting is preferred, but not required.
•    Ability to maintain the highest level of confidentiality.
•    Active PTIN (EFIN is preferred, but not required).
•    Experience with FBAR is appreciated
•    Prior Drake, CrossLink, ProSeries, or TaxWise software usage (is preferred, but not required).
•    Successfully complete and pass all Herij Taxes Tax Prep Class modules.
•    Must be willing to complete 18 hours continuing education annual requirement and meet all IRS and applicable state requirements.
•    Bilingual is a plus - Spanish/English/French.
•    Excellent active listening, prospecting, problem solving, and closing skills with a contagiously positive attitude!


We sell trust. This position has access to and regularly work with confidential personal information of individuals and their businesses; also matters which require a passion for navigating around tax law. It is essential that you are outgoing, attentive, and exhibit strong communication skills to deal with diverse personalities; all factor that establish and trust.

This person diligently creates relationships through multiple efforts including phone, email, social media, videos, web presentations, chamber meetings, and networking events.

We provide a fun team encouraged work environment that promotes success! This position can lead to a guaranteed seat next year, and career advancement opportunities. We offer wonderful commission packages (90%) based on experience, monthly bonuses, car and phone incentives, advanced tax training, certifications, and coffee.

If you are ready to take control of your earnings and assist taxpayers from now until May 1st, in a fast-paced environment, then apply to join our team of SBITP’s, serving clients in all states with varied tax needs.

•    Conducts a thorough in-person or telephone interview with potential clients, using the company's Herij Matrix-Intake model and software application to discover financial transactions the taxpayer(s) experienced in the tax year.
•    Generating business growth by performing a deep-dive conversation to increasing client retention, sending literature, and offering additional products and services.
•    Adapts to tools to market (Email, Chat, SMS, Social, Mobile App, VOIP, ePort) that encourage quick engagement, appointments, and rapid response.
•    Provide information in response to incoming calls from leads regarding pre-file questions, marketing materials, technical information, and service information in CRM system.
•    Ability to explain complex technical concepts, (Capital Gains, Depreciation, Exemption) while lending expertise of pre-file questions, technical, and service information.
•    Understand all Forms for Business taxable income, correct filing statuses, and reinstatements (1120, 1065).
•    Understand and Prepare for Individuals deductions, credit, allowances (1040), Amendments, and Trusts (1041).

Daily Expectations:
•    Use excellent time-management and organizational skills demonstrating the highest personal and ethical standards through all communication tools.
•    Review financial records, receipts, prior tax returns, income statements, and miscellaneous documentation to determine forms needed to prepare return.
•    Accurately completes all related tax forms in accordance with policies, and in compliance with current legislation and regulations (i.e., client signatures).
•    Furnishes taxpayers with sufficient answers to questions and provides future tax planning assistance.
•    Consults tax law reference materials and web journals when necessary to offer the best solutions to taxpayers regarding issues you are not familiar with.
•    Resolves client complaints within a timely manner and/or refers situation and solutions to supervisor (as appropriate) for resolution while maintaining diplomacy and tact when dealing with escalated calls.
•    Solicit business via email, in-person, mail, text, social media, business networks, etc., for Audit Insurance, Amendments, W9 updates, Extensions, etc.)
•    Remain open to assist virtual, remote, and on-location teammates when needed.

•    Earn an uncapped performance-based income;
•    Cellphone/Gas allowance
•    New Hire Accelerated Ramp up program with weekly Incentives, and Rewards.
•    New Client Customer Cash Incentive program ($1400 value)
•    Free In-Class Training that positions you to hit the ground running during your first week.
•    Advanced Registration for On-Location Group Training Class
•    2024 NATP, NSTP, and/or NAEA Membership

Job Types: Seasonal, Part-time

Commission: 90% Commission
Bonus averages: $100 to $1000/month

Job # 287460