Tax Preparer Assistant

Full-time
Global Service
Description

Fluent in Spanish and English (85% of clients only speak Spanish.)
Ability to operate computers and applications
Availability to take two weeks of training (one in Dec, another in January)
Availability to work from January 22 to April 15 ( Mon-Sat, 11:00AM to 7:00pm)

Responsibilities will include:

– Making phone calls to customers for appointment
-Interviewing clients, gather and organize data for return preparation.
-Reviewing previous tax returns & financial documents to identify missing or incomplete information.
– Enter customer data to prepare income tax
– To print, To create pdfs, and to send Income Tax Copy to clients.
– To keep clean the work area