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구인 정보
Tax 서비스 회사에서 Account Manager 포지션 모집합니다.
등록일 : 01-20-2020 조회수 : 54 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:

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. Research about customer’s property information and coordinate
2. Creating a specific excel sheet showing the estimated savings for future Cost Segregation prospects.
3. Analyzes client’s income tax returns to determine whether or not the tax returns need to be amended to claim cash refund and/or tax credits.
4. 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.
5. Review client’s account to reconcile refund payment and discrepancies.
6. Review client’s status update regularly.
7. Coordinate and communicate with the Franchise Tax Board (FTB) and/or the Internal Revenue Service (IRS) on documentary deficiency of client, notice addressed to client, and updating clients on any new directives from the FTB and/or the IRS.
8. Acts as the middle man between client and sales personnel. Must be able to resolve client’s concerns/queries.
9. Assist in accounts receivables and invoice preparations
10. Collection Efforts. Monitor client account details for non-payments, delayed payment and other irregularities.
11. Communicate with customers for collection purposes via phone, email and mail.
12. Maintain office supplies
13. Performs other related tasks as may be assigned by Management from time to time.


QUALIFICATIONS:

 • Minimum 1 year`s experience within Customer Service or Sales
 • Must have experience in an office setting environment
 • 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.


관심있으신 분들은 caleb@universal-tax.com으로 resume 보내주시기 바랍니다.

감사합니다.

회사 정보

Universal Tax Services, Inc.

  • 작성자 :uts9177
  • 연락처 :626-281-6055
  • 이메일 :caleb@universal-tax.com 지원하기