Seasonal Tax Preparer Job at Sourcing HR Solutions, San Dimas, CA

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  • Sourcing HR Solutions
  • San Dimas, CA

Job Description

Job Description Tax Office has openings for a Customer Service/Data Entry Rep, with strong data entry skills and the ability to process a high volume of phone and email inquiries daily. No two days are alike perfect candidates will interact closely with clients to assist in the preparation of individual &/or business income tax returns. Duties Include but not limited to: Welcome Clients by greeting them, in person. Maintains data entry requirements by following data program techniques and procedures. Prepare source data for computer entry. Verify data by comparing it to the source document. Filing, photocopying, scanning, reviewing, transcribing and faxing/emailing. Assemble tax returns & source documents Maintain calendars, set up/edit tax appointments Maintain client receivables and collections Always maintaining client confidentiality Competencies, Skills and Abilities Must be a quick learner and independent worker Excellent Customer Service skills with an upbeat and positive attitude. Strong attention to detail, efficient and highly organized. Ability to communicate clearly and concisely, verbally and in writing. Ability to interact with client with tact and courtesy. Ability to work well under pressure. Flexibility and availability to work occasional overtime as required. Adheres to compliance policies. Strong sense of integrity, initiative and extraordinary teamwork aptitude. Ability to multi-task is NECESSARY. Excellent attendance and punctuality. General computer skills (Outlook, Word, Adobe Acrobat, Internet Explorer, Windows) Company Description Mentorship and Guidance Our experienced mentors and leaders are dedicated to guiding you through your career journey. They provide valuable insights, feedback, and encouragement, helping you navigate challenges and seize opportunities. With their support, you can confidently take on new responsibilities and grow into leadership roles. We are your Full Staffing Source of Choice! #J-18808-Ljbffr Sourcing HR Solutions

Job Tags

Work at office,

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