Telecommuting Opportunity for Scottsdale Arizona Based Firm

As the Assistant to the Tax Manager as a Document Acquisition Coordinator, you will be monitoring missing information as listed by members of the tax preparation teams and communicating with clients to obtain the document necessary to properly prepare the returns. You will be expected to communicate realistic timelines and interact with Tax Manager on a daily basis with case updates. As documents are received, you will communicate with the tax preparer to inform them of receipt. This will be a demanding position and exceptional time management and customer service skills will be essential.

Document Acquisition Coordinator you will be expected to perform the following:

Interact with Tax Manager and Tax Preparers in a professional and timely manner
Outbound calls to our existing tax client base requesting tax preparation documents.
Answer/transfer calls and update clients on case status as needed.
Prioritize case load and assignments as needed.
Collect and scan documents into Practice Management and communicate with the tax preparer when documents are received.

Minimum Qualifications:

Entry Level Position
High Volume Outbound call experience.
Exceptional Customer service approach.
Positive “Can Do” attitude!
MS Excel, Word and practice management software experience is a plus

Benefits

We offer competitive compensation package along with employer-sponsored medical/dental/vision coverage as well as 401(k) and supplemental insurance options.

If you feel that you possess the attributes, skills and abilities we are looking for as well as a solid track record of proven success as indicated by your resume, documented compensation history and professional references, please e-mail your resume to hr@hesthetaxman.com