Job Details
Customer Service Representatives
Other
- Posted by: Fernhill Tax & Advisory
- Closing Date: N/A
- Start Date: Mar 4, 2024
- City: Ritson
- Rate of Pay: Hourly
- Rate of Pay Amount / Range: $18.00 - $20.00
- Positions Available: 1
- Type: Full Time
- Duration: Permanent
- Avg. Hours/Week: 35-40 hours
- 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.