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**Job Description:  Tax Preparer - Manager


Role and Responsibilities

As an Area Manager you will be expected to:

  1. To coordinate the opening of a Tax Prep location.  Direct guidance and training will be given.
  2. Manage other tax preparers.  Track hours, track performance, manage supplies, encourage your team and oversee the satisfaction of clients.
  3. Coordinate marketing with the Main office.
  4. Be responsible to meet performance expectations.
  5. All Roles and Responsibilities and Qualifications of the Tax Preparer are required as well.Check below.
  6. Be able to also manage 3 other locations in addition to your own store.  This will require additional time and effort on your part.


Qualifications and Education Requirements

  1. Must have or get an EFIN in good status and pay annual registration fee of $50 to keep active.
  2. Some Management experience is a plus.
  3. Some Tax Prep experience is a big plus.
  4. Be able to work with our computers systems including a web management dashboard, running and understanding performance reports.
  5. Be pleasant with all clients in most if not all situations.
  6. Be completely and totally trustworthy.Clients entrust us with their most private information and they expect it to be guarded.
  7. Be able to prepare accurately various levels of tax returns and in a timely manner.


Level/Salary Range:

  • $9-15/hr x min 50hrs/week
  • For the active tax season.
  • 20% - 40% Commission of entire office Tax Prep. 
  • Hourly is paid on a draw of the commission if requested.

Tax Preparer

* See Job Description Below

  1. Please email your resume to RL@wequotethemall.com
  2. If you do not have a resume please give a brief description of yourself and your qualifications. Include all of your contact information.

Tax Prep - Manager

**See Job Description 2nd Below

* Job Description:  Tax Preparer


Role and Responsibilities

As a Trained Tax Preparer you will be expected to:

  1. Be pleasant with all clients in most if not all situations.
  2. Be completely and totally trustworthy.  Clients entrust us with their most private information and they expect it to be guarded.
  3. Be able to prepare accurately various levels of tax returns and in a timely manner.
  4. Show up on time every time. Be ready to work and dress professional. Business casual.
  5. Be able to follow through with a tax return all the way until it funds and the client has cashed his/her check and is completely satisfied.
  6. Be available! Tax season is not that long and unless there is an outstanding reason 100% attendance is expected.


Qualifications and Education Requirements

  1. Show an ability to be trained in basic tax law and tax software and pass a competency test.
  2. Must be capable of learning and using our tax software.
  3. Must be capable of using email, and other basic computing requirements.
  4. Must be personable. Show an ability for patience and communication.
  5. Must be able to comprehend basic tax law required to prepare income tax returns.
  6. Most of these abilities will be evaluated during training sessions.
  7. Must provide for your own transportation. Having a vehicle is a must.


Level/Salary Range:

  • $9-15/hr x min 50hrs/week
  • For the active tax season.
  • 20% - 30% Commission of Tax Prep. 
  • Hourly is paid on a draw of the commission if requested.