RESPONSIBILITIES:
- No prior tax experience necessary; will train.
- Answering client questions regarding procedures, documents and status.
- Collect all necessary documents to move case file.
- Provide clients with a monthly status letter
- Makes outbound calls to clients to request necessary documents
- Provides an excellent level service to all clients
- Completes tasks as directed by Lead Account Manager
- Become proficient at managing flow of cases and directs clients in the right direction in order to expedite proper resolution.

Job Requirements:
- Friendly, upbeat personality with ability to handle busy phone lines
- Minimum high school diploma � college preferred
- Strong interpersonal and communication skills.
- Detail oriented, self starter and ability to work independently a must.

Submit your resume here for consideration

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