Tax Prep Support Specialist

Optima Tax Relief•Santa Ana, CA

3d•$18 - $19•Onsite

About The Position

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!

Requirements

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

Responsibilities

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