Tax Prep Support Specialist

WHY OPTIMA TAX RELIEF?

• Strong Corporate Culture: Community Outreach, Interactive Wellness Program, quarterly off-site eventsTheres always something to look forward to!
• Ethical Work is conducted with the Highest Level of Integrity always .
• Investment in our employees development, professional growth, and potential career advancement!
• We are constantly looking for ways to get better, be innovative, and remain the leaders in our industry!

NO TAX KNOWLEDGE REQUIRED!

TAX PREPARATION SUPPORT SPECIALIST

A DAY IN THE LIFE

As a liaison between our Clients and our Tax Preparation Department, you will be relied upon to answer inbound calls from clients for inquiries as well as contact designated clients to help push the progress of their case. You will communicate in an open, helpful and engaging tone to collect outstanding document requests. Additionally, you will work with various teams to address client concerns in a high-volume professional environment!

• Collect on outstanding document requests required to help the Tax Preparers properly complete all required Tax Returns
• Respond to inquiries from existing clients and receive inbound calls for status updates
• Conduct outbound calls to our clients throughout different stages of the Tax Preparation process
• Educate the client on the summary of Tax Years to reach compliance
• Ensure security from any collection enforcement to prevent levies
• Interact with Tax Professionals, clients, and other departments
• Act as liaison between client and the Tax Preparer assigned
• Use time management skills to prioritize daily workload
• Multitask while working with customers and navigating our computer systems
• Provide outstanding customer service through first call resolution
• Other tasks and duties as needed

WHAT WE CAN OFFER

• Hourly rate + monthly performance bonus
• Medical, Dental, Vision, Supplemental Insurance
• 401K and Company Match Plan
• Tuition Reimbursement Program
• Hardship Program
• Paid Time Off (Vacation, Sick, Holiday and Optional Holidays)
• Career Opportunities
• Award Winning Work Culture!

WORK ENVIRONMENT AND PHYSICAL DEMANDS

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and standard office supplies. While working in the office, the setting is a standard office environment with low to moderate noise levels and temperature controlled.

While performing the duties of this job, the employee is regularly required to talk or hear. Employee is required to sit at desk for majority of the workday with occasional standing and walking within office environment. The employee is required to use hands and fingers for writing and typing, handle or feel office tools or controls; and reach with hands and arms. Employee may occasionally crouch or kneel. The employee must occasionally lift and/or move up to 20lbs. Specific vision abilities required by the job include close vision, distance vision (may be corrected), peripheral vision, depth perception, and ability to focus on task at hand.

Optima Tax Relief, LLC does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. The submission of referrals or resumes by anyone other than a candidate directly to Optima Tax Relief, LLC employees is strictly prohibited. Unsolicited referrals and resumes sent to Optima Tax Relief, LLC are deemed gratuitous, and the company will not be obligated or bound in any way to pay any referral or other fee if a person referred to us from a source other than a candidate is hired.

Notwithstanding the foregoing, resumes will be accepted from approved vendors who have written agreements in place with Optima Tax Relief, LLC, and then only to the extent such agreement covers a specified position and, if required by such agreement, the submission of resumes by the vendor has been authorized in writing by Optima Tax Relief, LLC for such specified position. Any resumes submitted in the absence of a signed agreement will become the property of Optima Tax Relief, LLC and no fee shall be due.

Qualifications

WHAT WE NEED

• Has a desired interest in establishing a future career as a Tax Preparer
• Knowledge of Salesforce, MS Office Applications
• 1+ years of experience in an office environment or call center
• C-Tec certification completed within 90 days of role
• Type a minimum of 35 WPM (Assessment will be conducted at time of interview)
• A Strong Multitasker, Ensuring Timeliness and Accuracy
• You Possess Excellent Organizational, Written, and Communication Skills
• Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook)
• Remain focused and productive in a fast-paced environment
• You Hold a Strong Work Ethic and are Committed to Excellence
• A Team Player