Tax Analyst - $500 Completion Bonus!! Many needed!
Location:
Hermitage, TN
Posted:
November 19, 2016
Position Type:
Full Time
Category:
Accounting/Auditing, Customer Service, Finance, Information Technology, Other
Reference:
55372
Pay Rate/Salary: $18.00-22.00 / Hour
Tax Analyst, Call Center Positions Available in the Hermitage, TN area!

*If you're looking for a great work environment and fun atmosphere this job is the one for you!

Job Overview for Tax Analyst

Pay is $18.00-22.00/hour, Depending on Experience

Hours are Monday-Friday, 8am-5pm

Length of project is approximately 2 months

Start dates will be in early February- Hiring NOW!

Primary responsibility of the Tax Analyst is to support the needs of the firm's National Federal Tax Services, Partnership Solutions Group (PSG) client organizations that utilize Tax PSG K-1 Tax services. Basic job responsibilities include answering calls from K-1 recipients or their specific designate, recording support need, delivering basic resolutions through effective use of available knowledge and resources.

IDMS and CA Service Desk incident management system to complete routine work tasks. Exposure to and knowledge of financial or tax accounting is extremely beneficial in the execution of this role. The successful individual must demonstrate strong written and verbal communication skills to provide quality service to customers. Phone, e-mail, voicemail are used to support investors.

Job Responsibilities for Tax Analyst:

  • Resolve and respond to investor support requests through multiple contact channels: phone, email, and voicemail

  • Work with subject matter experts to escalate the issue for proper resolution when the caller's need exceed the job knowledge and expertise of the FRC analyst and/or the established time to resolve issue is exceeded.

  • Record all transactions using an incident management tool and other related databases.

  • Make knowledgebase look ups, identify gaps in knowledge and contribute to building a common knowledgebase.

  • Properly handle information in accordance with PII common practices.

  • Create reports on daily activities as required.

  • Handle other PSG or Call Center support or project work as assigned.

  • Continually develop a deeper knowledge of K-1 products to fully support partners of publically traded partnerships.

  • Support Annual Benefits Open Enrollment with the HR/Benefits Group as needed during Tax non-busy season.


  • RequirementsBachelor�s degree preferred or equivalent experience in a financial or accounting institution.
    �2 to 4 years of call center experience, preferrably in a financial support center.
    �Good typing and input skills are preferred as timely documentation of customer contact information is important.
    �Excellent customer service skills. Ability to deal with frustrated callers.
    �Experience in handling confidential information to include PII (Personal Identifiable Information).
    �Proven ability to support internal or external business applications.
    �Excellent written, verbal, listening, analytical, and communications skills required. Must be able to easily grasp and communicate complex ideas.
    �Excellent organization skills with the ability to multitask.
    �Expert problem solver.
    �Effectively use knowledge and training to resolve issues.
    �Previous success record in working on a team that has collaboratively met team goals and achieved positive results.
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