Job Description

Job Description

Responsibilities :

• Conduct initial intake of documentation to ensure eligibility of potential clients
• Obtain tax return history and personal information of new clients
• Update personal records of existing clients
• Review documents for accuracy and completeness
• Prepare new client paperwork
• Assist clients with portal registration
• Maintain and manage document intake on portal
• Log and assign mail and physical drop off documentation
• Escalating client complaints if required
• Fielding calls and emails from clients
• Responsible for creating and sending client blast communication emails and portal uploads
• Update filing systems and devise a new filing, organizational & storage systems for data and documents as needed
• Organize and schedule new appointments / completion dates for portal submissions and physical mail dropoffs

Skills :

• The candidate must be able to read, write and speak in English.
• You must be able to communicate with the office staff.
• An ideal candidate would excel in a high pace environment and be able to multitask.
• An ability to use a computer and basic knowledge of accounting is required.
• Good customer service
• Ability to stay organized under pressure and prioritize task effectively
• Ability to project an enthusiastic, natural, and attentive tone while on the phone

Qualifications :

• Post secondary diploma or degree
• Client scheduling experience
• Computer and data entry skills (proficiency with Microsoft office)
• Must own a valid driver’s license and use of own vehicle
• Excellent communication and interpersonal skills
• Able to lift and move boxes (approx. 20 lbs)
• Able to work independently in a fast-pace environment
• Must have excellent organizational skills and attention to detail
• Punctual and excellent time management skills
• Ability to multitask and prioritize
• Works well with others

Company Description

JP Accounting & Tax Services - Values

Customer Commitment - We develop relationships and try to make a positive impact in our clients lives

Quality - We provide outstanding service and deliver premium value to our clients

Integrity - We uphold the highest standards of integrity in all of our actions

Personal Accountability - We are personally accountable for delivering on our commitments

Company Description

JP Accounting & Tax Services - Values r nCustomer Commitment - We develop relationships and try to make a positive impact in our clients lives r nQuality - We provide outstanding service and deliver premium value to our clients r nIntegrity - We uphold the highest standards of integrity in all of our actions r nPersonal Accountability - We are personally accountable for delivering on our commitments