We help
businesses grow

Requirements

Herij Taxes is seeking Tax Preparers for the upcoming Income Tax Season. Should have at least 1-season or 1-year experience, we will train the right candidate.

•    Must be passionate about numbers, money, finances, and tax law.
•    High School Diploma or equivalent (Required).
•    Ability to maintain the highest level of confidentiality.
•    Active PTIN registered for 2020 Tax year (is preferred, but not required).
•    Prior Drake, CrossLink, ProSeries, or TaxWise software usage (is preferred, but not required).
•    Successfully complete and pass all Herij Taxes Tax Prep Class modules.
•    Bilingual is a plus - Spanish/English/French.
•    Excellent active listening, prospecting, problem solving, and multi-task closing skills with a contagiously positive attitude!

---

Description

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.

We sell trust. This position has access to and regularly work with confidential personal information of individuals 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.

The ideal candidate is sharp and eager to serve clients, generate business growth, and advance their tax knowledge. 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 (up to 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 SITP’s, serving clients in all states with varied tax needs.

Responsibilities:
•    Conducts a thorough in-person or telephone interview with potential clients, using the company's Herij Taxes-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 and Prepare for Individuals deductions, credit, allowances (1040), and Amendments.
•    Provide Audit support partners with requested documents as needed.
•    Knowledge, understanding, and compliance of all applicable Federal, State, and Local laws and regulations as directed by management or during training.

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.
•    Solicit business via email, in-person, text, mail, social media, business networks, etc., for Audit Insurance, Amendments, W9 updates, Extensions, etc.)

Benefits:
•    Earn an uncapped performance-based income.
•    New Hire Accelerated Ramp up program with weekly Incentives, and Rewards.
•    New Client Customer Cash Incentive program ($200 value)
•    On the Job Training that positions you to hit the ground running during your first week.
•    Advanced Registration for On-Location Group Training Class

Compensation:
Job Types: Seasonal, Part-time
Commission: 80% Commission
Bonus averages: $100 to $1000/month
Job # 287459