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(USA-NJ-Secaucus) Tax Client Serving Contractor – Tax Desk Advisor

11.22.2013 · Posted in Other / Misc Jobs

Title: Tax Client Serving Contractor – Tax Desk Advisor
Location: NJ-Secaucus

We currently have a contract opportunity for a Tax Desk Representative to answer tax questions and perform tax research for financial advisors. The Tax Desk Representative is expected to consistently provide quality tax information, tax research, and excellent customer service. In addition, the Tax Desk Representativeserves as a resource on tax planning, compliance, and administration.

Primarily via phone in a call center environment, provide tax counseling on a number of topics including retirement planning, education funding, benefit plans, and tax planning, and build relationships with clients without selling products.

To qualify, candidates must have:

· a bachelors degree and approximately 2 years of related work experience (major
in math, finance, accounting, or business preferred); or a graduate degree (MST
or MAcc) and approximately 1 year of related work experience
· CPA or Enrolled Agent certification a plus
· strong analytical/problem-solving skills and attention to detail
· excellent organizational and verbal/written communication skills
· ability to work with professionals at all levels across diverse geographic areas
· a high level of initiative and the ability to thrive in a call center team environment
· capacity to work independently and effectively on a variety of tasks at the same
· proficiency in the use of standardized software, specifically MS Office package
· ability to handle stressful situations and deadline pressures well
· ability to perform other duties, as assigned

Click on link below to Apply Online :
(USA-NJ-Secaucus) Tax Client Serving Contractor – Tax Desk Advisor

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