Temple City에 위치한 Tax 서비스 회사에서 함께 일하실 분 구합니다.
아래 Job Description을 확인해주시기 바랍니다.
Account Manager responsibilities include, effectively managing the assigned accounts of the company, and ensuring that the business owners get the most out of their tax claims. As an Inside Sales Associate your primary responsibility is to provide direct support to the Sales Manager in the ongoing development of existing and prospective customers to ensure that the department is able to meet its growth targets.
• Must have experience in a related field
• Excellent written and verbal communication skills
• Must be a fast learner and detail oriented
• High level of professionalism, motivated, detail and goal oriented
• Strong analytical and decision-making ability
• Strong organizational and planning skills
• Able to multi-task, able to perform with minimal supervision
• Able to handle stressful situations and deadline pressures
• Proficient in Microsoft office (word and excel) and internet research
• Authorized to work in the U.S.A.
1. Analyzes clients` income tax returns to determine whether or not the tax returns need to be amended to claim cash refund and/ or tax credits.
2. Coordinates with the business owners and /or client`s CPA on all the documents and information required to do estimation of Corporation and Personal cash refunds and tax credits.
3. Negotiates on the service fee charges and prepares service agreement for the renewal of contract with clients.
4. Reviews client`s account to reconcile refund payment and discrepancies.
5. Prepares status update of each account.
6. Liaise with clients on documents required for the filing of the 2nd eligibility.
7. Coordinate and communicate with the Franchise Tax Board ( FTB) and /or Internal Revenue Service ( IRS) on documentary deficiency of client, notice addressed to client, and updating clients on any new directives from FTB and /or IRS.
8. Must be able to explain the amended tax returns to clients
9. Acts as the middle man between client and Sales Personnel. Must be able to resolve client`s concerns I queries before referring to Sales Personnel.
10. Performs other related tasks as may be assigned by Management from time to time.
관심있으신 분들은 email@example.com으로 resume 보내주시기 바랍니다.