Senior Client Relations Specialist - Monticello - beBeeTaxAssistant

    beBeeTaxAssistant
    beBeeTaxAssistant Monticello

    6 days ago

    Job title: Tax Preparer Assistant- Franchise Location

    Description

    Dynamic Tax Support Professional

    Foster lasting connections with clients by assisting during tax interviews and delivering exceptional service.


    • Enter client details into the tax software to initiate the interview process, ensuring seamless communication throughout.
    • Organize and review tax returns, securing necessary signatures and completing financial procedures in a timely manner.

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