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Case Manager & Receptionist for Tax Solution Firm

Alliance Tax Solutions alliancetaxsolutions.com/careers


What you’ll be doing…..

-Provide exceptional client service in every interaction with our clients, building and maintaining a client relationship, as you gather the information needed for resolution of tax issues

-Conduct Welcome Calls to new clients

-Conduct routine update calls with clients keeping them fulling formed as to the progress of their case (tax filings, resolution updates, etc.)

-Review new client documents to ensure accuracy

-Follow up with clients for any missing documents or information

-Manage incoming and outgoing mail to/from clients and the IRS or State taxing authorities

-Maintain updated client contact and case updates in CRM system

- Schedule meetings with clients as needed

-Work closely with our tax preparers, resolution managers and sales teams in support of our client’s needs

What we are looking for…..

-Someone with a passion for helping people

-Team player, positive attitude and self-motivated

-Ability to engage clients

-Excellent oral and written communication skills

-Excellent data entry skills and attention to detail

-Strong organizational and time management skills

-IRS Logics Software experience, a plus

-Proficiency with Microsoft Office Suite

-Demonstrate ownership of one’s clients and responsibilities

-Must be able to follow processes and procedures

-Bilingual, a plus (Spanish / English)

Compensation…..

-Competitive Salary ($24,000 – 34,500 annually)

-Benefits Package - Medical, Dental, Vision

-Paid Time Off

Where we are…..

Sandy Springs, GA

At Alliance Tax Solutions we want the best. If you believe that you have what it takes to help us take our business to the next level, submit your resume below.

Email your resume to support@alliancetaxsolutions.com

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