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Tax Intake Assistant I Req#287457

data entry customer service

Herij Matrix

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Herij Matrix is seeking Tax Intake Assistant for the 2020 Income Tax Season. Should have at least 1-season of experience, we will train the right candidate. If you are dedicated, coachable & can work independently, as well as on a team, apply!

•    Must be passionate about numbers, money, finances, and tax law.
•    Ability to maintain the highest level of confidentiality.
•    Successfully complete and pass all Herij Taxes Tax Prep Class modules.
•    Bilingual is a plus - Spanish/English/French.
•    Extremely organized, attentive, with an ability to multi-task and show great attention to detail.


Business Tax Preparer SBTP I REQ#287460
Brand Specific - Herij Group
Join us this season!
Online we are #TheMaxBack and TheMaxBack.com. Since 2001, we've been Herij Taxes, and now affiliated with Herij Group, you have a full agency assistance to make this your best Income Tax Season yet. Grow with us and learn more at https://herijtaxes.com.
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.

We provide a fun team encouraged work environment that promotes success! This position can lead to a guaranteed seat next year as a Tax Preparer. We offer wonderful commission packages (up to 25%) based on experience, monthly bonuses, advanced tax training, certifications, and coffee.

•    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.
•    Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
•    Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
•    Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.

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.
•    Furnishes taxpayers with sufficient answers to questions and provides future tax planning assistance.
•    Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
•    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, social media, business networks, etc., for Audit Insurance, Amendments, W9 updates, Credit Reports, Extensions, etc.)
•    Remain open to assist virtual, remote, and on-location teammates when needed.

•    Earn an additional 10% Bonus at the end of Income Tax Season
•    On the Job Training that positions you to hit the ground running during your first week.
•    Advanced Registration for On-Location Group Training Class
•    Sunday – Thursday 11a-7pm, or 12p-8pm shift available
•    Monday – Friday 11a-7pm, or 12p-8pm shift available

Job Types: Seasonal, Part-time
Hourly: $15/hour
Bonus: 10% at the end of the season
Job # 287458