Tax Preparer

Fiesta Auto Insurance • Modesto, CA

409d • $35,360 - $49,920

About The Position

The Tax Preparer position at Fiesta Auto Insurance & Tax Services involves preparing individual tax returns, providing exceptional customer service, and assisting clients with insurance payments. This role offers a competitive commission structure, opportunities for career growth, and the chance to earn additional income through insurance commissions.

Requirements

• Strong communicator with excellent customer service skills.
• Detail-oriented, organized, and committed to accuracy in every return.
• Willing to complete a paid training program to become proficient in tax preparation.
• Excited to pursue an insurance license for additional earning opportunities.

Nice To Haves

• Experienced tax preparer with an established client base.
• Bilingual.
• Able to maintain a positive attitude in a fast-paced environment.

Responsibilities

• Prepare accurate individual tax returns using user-friendly software.
• Provide exceptional customer service by addressing client questions and concerns.
• Identify and explain tax credits and deductions applicable to each client.
• Review financial records such as income statements and documentation of expenses.
• Work closely with customers to ensure all necessary forms and paperwork are completed.
• Assist insurance clients with payments and inquiries.
• Market and promote tax preparation services to grow client relationships.

Benefits

• Commission rates ranging from 7.5% to 20% on tax returns (not capped).
• Opportunity to earn insurance commission after obtaining a license.
• Hourly pay + bonuses for performance and customer satisfaction.
• Direct deposit every Friday.
• Vacation Pay.
• Health insurance (65% of the premium paid by the company).
• Dental insurance (100% free option).
• Low-cost vision plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed