Intake Specialist are our front line tax preparers and most needed position. There will be more choices for this position than any other. Smiling, scanning, and making every taxpayer feel like the most important person in the room will be your specialty.
Besides enjoying interactions with taxpayers, our Intake Specialists check taxpayers paperwork to make sure we have all needed documentation to prepare the return. Intake Specialists will scan paperwork and enter taxpayer's basic information into our software. Our goal is superb customer service!
When not processing a walk-in client, an Intake Specialist may prepare returns within their certification level.
Basic or Advanced tax law is required for this position. However, if you have no tax experience, that's okay ... we will teach you everything you need to know.