Customer Service Representatives - Fernhill Tax & Advisory

Job Details

Customer Service Representatives

Other
  • City City: Ritson
  • Rate of Pay Rate of Pay: Hourly
  • Rate of Pay Amount / Range Rate of Pay Amount / Range: $18.00 - $20.00
  • Positions Available Positions Available: 1
  • Type Type: Full Time
  • Duration Duration: Permanent
  • Avg. Hours/Week Avg. Hours/Week: 35-40 hours
  • Schedule Schedule: Days, Weekends

Job Duties

  • Manage number of clients who come into the store at one time
  • Call clients and make appointments for them to come into the store
  • Greet the Client
  • Take client documents, get the client to complete and sign all forms, talk about the 10 Year Tax Review. Ask about the complexity of the return
  • Maintain a log of tax file status
  • Make an appointment for the client to come back to get the completed return or get their email to send the documents by DocuSign and receive payment by e transfer
  • Scan the documents, save to network drive
  • Place all documents in an envelope, complete the outside of the envelope.
  • to set appointments to being in tax docs and to collect tax docs
  • Handle client inquiries or take messages for the tax preparer
  • Handle client complaints or take messages for the tax manager
  • Manage the telephone system, answering calls, forwarding calls
  • Manage Google Reviews and respond to reviews
  • Manage Google Office hours
  • Manage Social Media accounts
  • Manage all filing in the filing cabinets
  • Ensure the office always looks clean and organized
  • Attend all training on systems and products
  • Encourage clients to give us a positive review on Google
  • Professional Business casual attire, and properly groomed
  • Other Adhoc services as per the discretion of the management.

Perks & Benefits

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ABOUT THE COMPANY

Fernhill provides advisory services that includes Operations reviews, Corporate governance, IT [Infrastructure], IT Audits, data analytics and technology deployment. It also provides consulting on large scale funding opportunities from real estate, to aviation. For small and mid size companies, Fernhill provides incorporation services, bookkeeping, accounting, corporate tax planning and preparation. It also provides business advisory services, strategy solutions and succession planning.In its personal finance division, Fernhill offers a suite of services to individuals and families including personal tax planning, personal tax preparation, mortgage and insurance solutions. All regulated services are provided through licensed entities where compliance is a top priority. Fernhill’s view of its clients, whether small or large business or individuals, is to provide clear strategies and solutions to help them grow, implement technology, improve efficiencies, and increase profitability, cash flow and personal wealth.We own and operate 11 Liberty Tax offices in Ontario. In the East, our offices are in Kingston and Oshawa.We are looking to hire co-ops and or candidates to fill the position of Tax Preparers with an Accounting background and also Customer service reps.