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Tax 서비스 회사에서 Account Manager 포지션 모집합니다.
등록일 : 06-13-2018 조회수 : 75 관심글

채용정보

지역 : Temple City/CA
직종 : 일반사무 근무형태 : Full/Part Time
경력 : 신입 연봉/급여 : 협의

안녕하세요,
 
Temple City에 위치한 Tax 서비스 회사에서 함께 일하실 분 구합니다.

아래 Job Description을 확인해주시기 바랍니다.

JOB SUMMARY:

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.

QUALIFICATIONS:

  • 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.

MAJOR RESPONSIBILITIES:

 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 caleb@universal-tax.com으로 resume 보내주시기 바랍니다.

감사합니다.

회사 정보

Universal Tax Services