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Tax Preparer
Orange, NJ

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WrightWay Financial Services

Tax Preparer / Client Development

Entry-Level JobVerifiedNo experience needed

Job Description

Tax Preparer / Client Development WrightWay Financial Services - 5.0 Orange, NJ Job Details Temporary | Part-time | Seasonal | Full-time | Contract $15 - $75 an hour 5 hours ago Benefits Employee discount Professional development assistance Flexible schedule Referral program Qualifications Computer operation Spanish Filing English Attention to detail Client services Organizational skills Full Job Description Job Description Tax Preparer / Client Development $17/hr + Commission | Part-Time | WrightWay Financial Services WrightWay Financial Services is hiring 3 motivated Tax Preparers to join our New Jersey office. At least one opening requires English/Spanish bilingual fluency. No previous tax preparation experience is required for the right candidate. Training is provided. This Is More Than a Tax Preparation Position We're looking for outgoing, motivated individuals who want to prepare taxes, build relationships, and develop their own client base. This is a revenue-generating role. In addition to preparing tax returns, team members are expected to actively help bring business into the office. When you're not assisting a tax client, you'll be working on client development by: Making outbound calls and following up with leads Reaching out to your personal and professional network Asking for and developing referrals Promoting tax services through approved social media outreach Participating in community outreach and local marketing Distributing approved marketing materials and flyers Booking and confirming appointments Following up with prospective and existing clients This is not a position where you simply sit in the office and wait for walk-in clients. WrightWay provides the professional office environment, tax preparation systems, training, marketing support, and brand. You bring the energy, relationships, follow-up, professionalism, and willingness to build business. What You'll Do Client Development Generate and book tax preparation appointments Make outbound calls and follow up with prospective clients Build relationships within your network and community Promote WrightWay's tax preparation services Generate referrals and repeat business Follow up with leads and previous clients Track client-development activity and appointments Tax Preparation & Client Service Interview clients and collect necessary tax documents Prepare accurate individual federal and state tax returns Provide professional and friendly client service Maintain organized and confidential client records Follow company procedures and applicable tax-preparation requirements Build relationships that encourage clients to return and refer others

Compensation Starting Pay:

$17/hour + Commission In addition to hourly compensation, team members have the opportunity to earn commission based on qualifying tax preparation production and client generation. Our compensation structure rewards people who produce, bring clients into the office, and build a strong client base. The more qualifying business you generate and successfully service, the greater your earning opportunity. Specific commission terms and performance expectations will be discussed during the interview process. Schedule Part-time Approximately 4-5 hour shifts Tax-season availability required Scheduling based on business needs and availability Who We're Looking For You may be a great fit if you are: Outgoing and comfortable talking to people Comfortable making outbound calls Willing to actively generate appointments Comfortable asking for referrals Comfortable promoting services through social media and your network Motivated by goals, performance, and commission Professional and dependable Organized and detail-oriented Comfortable learning new computer software Coachable and eager to learn Able to handle confidential financial information responsibly Experience in sales, customer service, banking, insurance, real estate, financial services, retail, hospitality, marketing, community outreach, or tax preparation is a plus. Spanish-Speaking Opening We are specifically seeking at least one team member who is fluent in both Spanish and English and comfortable developing relationships with Spanish-speaking individuals and families in our community. Tax Experience Previous tax preparation experience is a plus, but not required . Selected candidates will receive training on WrightWay's systems, processes, client experience, and tax preparation procedures. Candidates performing compensated tax preparation work that requires a PTIN must obtain and maintain a valid IRS Preparer Tax Identification Number (PTIN). Who Will Succeed Here? You don't have to already be a tax expert. You do need to be willing to talk to people, make calls, follow up, promote services, ask for referrals, build relationships, and turn those relationships into appointments. We're looking for people who want to develop valuable tax preparation skills while building a client base and increasing their income through performance and commission. If you're motivated, coachable, comfortable working with people, and excited about building business, we'd like to meet you. Apply today to join the WrightWay Financial Services tax season team.

Job Types:
Full-time, Part-time, Seasonal, Contract Pay:

$15.00 - $75.00 per hour Expected hours: No less than 20.0 per week

Benefits:

Employee discount Flexible schedule Professional development assistance Referral program

Work Location:

In person