Tax Preparation Mid-Level Reviewer

Telecommuting Opportunity for Scottsdale Arizona Based Firm

As a Tax Preparation Mid-Level Reviewer, you will be responding to inquiries from our existing clients and receiving inbound calls for status updates. You will be expected to communicate realistic timelines and interact with Tax Preparation Senior, on a daily basis with case updates. This will be a demanding position and exceptional time management and customer service skills will be essential.

Tax Preparation Mid-Level Reviewer you will be expected to perform the following:

Interact with Tax Preparation Senior, Tax Manager and Tax Resolution Manager in a professional and timely manner
Outbound calls to our existing client base requesting case documents.
Answer/transfer calls and update clients on case status as needed.
Prioritize case load and assignments as needed.
Collect and scan documents into Client’s case file.

Minimum Qualifications:

Certified Public Accountant, or Enrolled Agent preferred
At least four years experience in Tax Preparation industry as a Tax Preparer, preferably in a high volume environment.
Exceptional customer service approach.
Positive “Can Do” attitude!
MS Excel, Word and practice management and Lacerte software experience is a plus

Benefits

We offer competitive compensation package along with employer-sponsored medical/dental/vision coverage as well as 401(k) and supplemental insurance options.

If you feel that you possess the attributes, skills and abilities we are looking for as well as a solid track record of proven success as indicated by your resume, documented compensation history and professional references, please e-mail your resume to [email protected]