concerning various company products and services and uses prescribed selling
clients, using the company's propriety tax software application.
customer needs and considers the impact of all decisions/actions on the
policies, and in compliance with legislation and regulations. Furnishes
taxpayers with sufficient information and advice to ensure correct tax form
procedures for preparation of atypical returns.
documentation of expenditures to determine forms needed to prepare tax returns.
to clients appropriately and within a timely manner.
supervisor (as appropriate) for resolution
(i.e., client signatures).
information of a sensitive, highly confidential nature, and regularly deals
with diverse matters which require a working knowledge of the business.
experience providing exceptional client service and performing multiple tasks
in a fast paced environment.
office visits to promote brand awareness and new clientele
High School Degree or equivalent
Experience preferably in sales, service and tax
PTIN (Preparer Tax Identification Number) required
Good communication, interpersonal and customer services
Basic knowledge of computer functions and math required.
Ability to lift a maximum of 25 lbs
Strong attention to detail and accuracy
Ability to work under pressure, in a fast-paced working
Remote Support or Call Center ready certified
Enrolled Agent (EA) certification
Job Family Store Operations
Pay Type Hourly
Employment Indicator Seasonal
805 S Park St, 805 S Park St, MADISON, Wisconsin, United States of America