Tax 서비스 회사에서 Client Relation 포지션 모집합니다
Tax 서비스 회사에서 Client Relation 포지션 모집합니다
by uts 2022.07.28
안녕하세요,
Temple City에 위치한 Tax 서비스 회사에서 함께 일하실 분 구합니다.
아래 Job Description을 확인해주시기 바랍니다.
JOB SUMMARY:
Primarily responsible for effectively managing the assigned accounts of the Company and ensuring that the clients get the most out of their tax benefits.
MAJOR RESPONSIBILITIES:
1. Address client’s concerns/queries.
2. Coordinates with the business owners and/or client’s CPA on all the documents and information required to do estimation.
3. Analyzes client’s income tax returns to determine their potential tax benefits/ savings (training provided).
4. Research about customer’s property information and coordinate with sales person.
5. Review client’s account to reconcile refund payment and discrepancies.
6. Review client’s status update regularly.
7. Assist in accounts receivables for collection efforts and invoice preparations
8. Maintain office supplies
9. Performs other related tasks as may be assigned by Management from time to time.
QUALIFICATIONS:
1. Excellent written and verbal communication skills
2. Must be detail oriented and a fast learner
3. High level of professionalism, motivated, and goal oriented
4. Strong analytical and decision-making ability
5. Strong organizational and planning skills
6. Able to multi-task, able to perform with minimal supervision
7. Able to handle stressful situations and deadline pressures
8. Proficient in Microsoft Office (Word and Excel) and internet research
9. Authorized to work in the U.S.A.
세금이나 회계에 대한 전문적인 지식이 없으셔도 괜찮습니다. 사무 및 전화 업무 경험이 어느정도 있으신분들은 누구나 지원하실 수 있습니다.
관심있으신 분들은caleb@universal-tax.com으로 resume 보내주시기 바랍니다.
감사합니다.
Temple City에 위치한 Tax 서비스 회사에서 함께 일하실 분 구합니다.
아래 Job Description을 확인해주시기 바랍니다.
JOB SUMMARY:
Primarily responsible for effectively managing the assigned accounts of the Company and ensuring that the clients get the most out of their tax benefits.
MAJOR RESPONSIBILITIES:
1. Address client’s concerns/queries.
2. Coordinates with the business owners and/or client’s CPA on all the documents and information required to do estimation.
3. Analyzes client’s income tax returns to determine their potential tax benefits/ savings (training provided).
4. Research about customer’s property information and coordinate with sales person.
5. Review client’s account to reconcile refund payment and discrepancies.
6. Review client’s status update regularly.
7. Assist in accounts receivables for collection efforts and invoice preparations
8. Maintain office supplies
9. Performs other related tasks as may be assigned by Management from time to time.
QUALIFICATIONS:
1. Excellent written and verbal communication skills
2. Must be detail oriented and a fast learner
3. High level of professionalism, motivated, and goal oriented
4. Strong analytical and decision-making ability
5. Strong organizational and planning skills
6. Able to multi-task, able to perform with minimal supervision
7. Able to handle stressful situations and deadline pressures
8. Proficient in Microsoft Office (Word and Excel) and internet research
9. Authorized to work in the U.S.A.
세금이나 회계에 대한 전문적인 지식이 없으셔도 괜찮습니다. 사무 및 전화 업무 경험이 어느정도 있으신분들은 누구나 지원하실 수 있습니다.
관심있으신 분들은caleb@universal-tax.com으로 resume 보내주시기 바랍니다.
감사합니다.
