Instant Tax
Service is a growing company. Our approach to business extends beyond taxes and into fully integrated
financial services. Today, we help our clients by preparing and filing taxes, but tomorrow we
will help them plan for retirement, buy a home, pay for college, manage their business, and
so much more.
To achieve this goal we need energized individuals to grow with us. We're looking for people from diverse backgrounds who can think creatively and are committed to helping us reach our goal, which is to become the number one tax preparation and financial services company in the world.
Fill out our online contact form or submit your resume to employment@instanttaxservice.com in order to be considered for employment opportunities.
Equal Opportunity Employer
Instant Tax Service prides itself on being an Equal Opportunity/Drug-Free Employer. We will not discriminate in employment because of sex, age, race, physical disability, religion, ethnicity, sexual orientation, veteran status, mental disability, marital status, ancestry, or place of origin.
Instant Tax Service Mission
Instant Tax Service's greatest assets are our people and the principles for which they, and the corporation, stand. Our people have earned the trust of customers by providing honest, caring and helpful service.
Our people are guided by several core principles:
- We value and respect our customers, for without them we would not exist.
- We treat our customers fairly and ethically, as we would like to be treated.
- We listen to our customers and help them with their financial needs.
- We adhere to the highest ethical standards.
- We commit to good corporate citizenship through active community involvement.
- We recognize that the good name of our company, and the trust that our customers place in us is something we must earn everyday.
Office Administrative Assistant - All Locations
SUMMARY
We have a great opportunity for a sharp, detail-oriented individual to serve as a general administrative
assistant in our retail tax preparation division. The ideal candidate should be hard working,
self-motivated, and organized.
This person will be responsible for ensuring the store manager and team members have all the
necessary tools to be successful by performing a variety of duties relating to office and client
management. These include dealing with high level contacts and assisting the store manager with
day-to-day business activities in a pleasant, positive manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Handle front desk activity including fielding multiple incoming phone lines, posting and distributing mail and courier packages, greeting visitors, and other related activities;
- Support management on an as-needed basis with travel arrangements, communications, conference calls, and project work;
- Identify & answer customer inquiries and resolve issues relating to charges and refunds in an efficient manner;
- Completely and accurately process all forms, applications and documents relative to new business (i.e. 1040, 1040A, 1040EZ, schedules, letters, memos, and statements);
- Performs other general office duties (copying, faxing, mailing, typing) as needed.
QUALIFICATIONS & EXPERIENCE
- Knowledge of administrative practices and procedures;
- Ability to work in a fast-paced, dynamic environment and to work under pressure;
- Service minded with pleasant phone etiquette;
- Able to handle confidential information of highest level;
- Proficient ability to use the Internet;
- Computer literate and proficient with Microsoft® Windows & Office (Excel, Word, Outlook, etc.);
- Excellent oral and written as well as interpersonal skills;
- Strong math skills;
- Years of Experience Required: At least 1 year;
- Minimum Education Required: High School Diploma or equivalent.
Customer Service Representative (CSR) - Dayton, Ohio
SUMMARY
Our fast growing retail tax preparation division, offers exciting opportunities for customer
service-oriented individuals with strong organizational skills to work with an incredible team
of customer service professionals aimed at providing a superior level of tax related support.
Individuals will be responsible for managing customer relationships and resolving or directing
inquiries in a professional manner using all available communication tools. This position offers
tremendous variety - each day will bring new challenges, which equates to valuable learning
opportunities and professional growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ensure effective communication between customer and company by serving as the primary contact for all customer service issues;
- Service retail customers via email, incoming and outbound phone calls related to products and service inquiries, policies, and special promotions;
- Identify and analyze customer needs to ensure high customer satisfaction, growth and retention of business;
- Perform message board monitoring as an Official Company Representative to assist customers with support issues and to help build community loyalty;
- Manage multiple tasks and assigned projects to a successful timely completion;
- Provide information and customer feedback to team leaders to help identify inquiry trends and problem resolutions reducing company liability and maintaining positive company image;
- Perform reasonably similar or related duties as assigned.
QUALIFICATIONS & EXPERIENCE
- Must be highly motivated and have proven customer-oriented attitude;
- Ability to work independently in a fast paced environment and to plan projects and meet target deadlines;
- Excellent oral and written skills;
- Demonstrate the ability to remain calm and present a professional demeanor during high volume periods;
- Strong organizational skills and ability to focus on details;
- Compose outgoing professional letters and other types of customer correspondence;
- Computer literate and proficient with Microsoft® Windows & Office (Excel, Word, Outlook, etc.);
- Type at least 40 words per minute without error;
- Strong math skills;
- Years of Experience: Minimum of two years in customer service or call center is preferred;
- Minimum Education Required: High School Diploma or equivalent.
Office/Store Manager Duties - All Locations
SUMMARY
We are seeking someone with the leadership, organizational and accounting skills to take charge
of daily operations at one of our offices in the retail tax preparation division. This position
combines a love of numbers with people skills, and provides an opportunity to professionally
grow with an aggressive company that supports an entrepreneurial spirit and is a leader in its
field.
The Store Manager position is a diverse, challenging, and hands-on opportunity where you will
perform a variety of supervisory and clerical/accounting functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manages retail tax operations and supervises approximately two to four full-time/part-time employees;
- Develop the strategies and plans to achieve sales results through business analysis, action planning, effective communication and consistent accountability;
- Network, recruit, assess and hire qualified candidates;
- Review/reconcile daily budget to ensure integrity and accuracy of information on a daily basis;
- Able, on a consistent basis, to function in a fast-paced environment, under substantial time pressure, and to perform under the demands set by the company;
- Ensures sales data is recorded and posted to accounting system and is given to District Director of Operations daily;
- Identify and report all sales related problems to District Director of Operations or corporate headquarters daily;
- Prepare and review returns while acting as an advisor to Instant Tax Service clients as needed;
- Develop relationships with clients and staff while managing all aspects of the retail store and complying with all rules, regulations, policies and procedures set forth in the employee handbook.
QUALIFICATIONS & EXPERIENCE
- Ability to work independently in a fast paced environment to manage personnel, plan projects and meet target deadlines;
- Desire to learn about the tax preparation industry and services provided by Instant Tax Service;
- Demonstrates excellent written and oral communication skills and the ability to interact with all levels of management;
- Versatile team player with a positive "can do" and "get it done" attitude and is willing to do whatever-it-takes in order to make sure the job is done right;
- Strong problem solving and analytical skills;
- Exceptional organizational skills and ability to focus on details;
- Computer literate and proficient with Microsoft® Windows & Office (Excel, Word, Outlook, etc.);
- Strong self image that can deal with forceful personalities and communicate with people of all types;
- Minimum Education Required: High School Diploma or equivalent - Associate Degree in Business or related field preferred;
- Years of Experience: Minimum of two years in customer service, bookkeeping, office, tax preparation, retail sales experience, or call center is preferred.
Tax Preparer - All Locations
SUMMARY
Do you like the idea of being a seasonal tax employee, working every tax season from January
to April? Are you interested in a position with a flexible schedule and summers off? Are you
an experienced accountant/bookkeeper or a tax professional looking to earn good money?
Instant Tax Service, one of the fastest growing retail income tax preparation companies, is
looking for sharp and highly motivated individuals interested in preparing business and individual
tax returns
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Prepare all necessary tax returns and related disclosures while acting as an advisor and developing a professional relationship with clients based on respect and trust;
- Conduct thorough computerized tax interviews so all clients' pay the lowest tax liability allowed by law;
- Research tax questions and issues in order to provide clients with accurate information;
- Enter all tax return data into various professional tax programs, with an eye on quality, thoroughness and accuracy;
- Explain and cross-sell other tax services based on client's needs;
- Participate in cross audits and checking of tax returns prepared by other members of the team;
- Maintain confidentiality of all client and company information.
QUALIFICATIONS & EXPERIENCE
- Ability to work independently in a fast paced environment to meet target deadlines;
- Ability to prepare moderate to complex individual and business tax returns;
- Willingness to learn tax preparation software applications essential to fulfilling everyday duties;
- Excellent inter-personal skills and enjoy working with people from different backgrounds and income levels;
- Ability to handle frantic environments with an upbeat attitude;
- Knowledge of current tax laws and general accounting a plus;
- Strong oral and written skills;
- Meticulous attention to details to prepare accurate and high quality tax forms;
- Experience preferred but willing to train the right person. Candidates must pass an approved tax course before hiring;
- Proficient computer knowledge, tax software, QuickBooks, Microsoft® Word and Excel would be helpful;
- Strong math skills;
- Minimum Education Required: High School Diploma or equivalent and accounting certification a plus;
- Years of Experience: Minimum of a year in customer service, bookkeeping, office, tax preparation or retail sales experience is preferred.