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구인 정보
Tax 서비스 회사에서 Account Manager 포지션 모집합니다
등록일 : 07-07-2020 조회수 : 82 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 with sales person.

2. Coordinates with the business owners and/or client’s CPA on all the documents and information required to do estimation.

3. Must be able to address client’s concerns/queries.

4. Analyzes client’s income tax returns to determine their potential tax benefits/ savings (training provided).

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.



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

감사합니다.

회사 정보

Universal Tax Services