Job Details

For almost 30 years, World Finance has provided millions of customers with a top-tier tax preparation experience. By joining our Centralized Tax Preparation Team, you'll prepare tax returns for customers who prefer filing remotely and support branch teams during peak periods or with complex tax filing scenarios. Unlike seasonal tax positions, this is a year-round opportunity to build your expertise and grow your career.

Key Responsibilities

• Phone-Based Tax Preparation: Accurately prepare tax returns for existing tax and loan customers, as well as new clients who choose remote filing.

• Customer Outreach & Sales: Contact prospective leads who have shown interest in filing with World Finance. Explain the benefits of our tax services and convert inquiries into satisfied customers.

• Branch Support: Assist branch teams with complex tax return questions or help manage high-volume workloads to ensure timely completion.

• Compliance & Accuracy: Maximize customer value with industry leading accuracy and adhere to all tax regulations and company standards.

• Customer Experience: Deliver exceptional service during every interaction, building trust and loyalty.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

• Tax Experience: Minimum 1 year of tax preparation experience required; 3+ years preferred.

• Customer Service Skills: Previous experience in a call center or customer service environment is a plus.

• Sales Aptitude: Ability to communicate benefits and close sales over the phone.

• Technical Skills: Comfortable using tax software and phone systems.

Compensation & Benefits

• Base Pay: $16 - $20 per hour

• Performance Incentives: Opportunity for bonuses and incentives based on results
• Career Growth: Year-round employment with opportunities for advancement

• Benefits: Medical, dental, vision, and life insurance available to full-time team members starting the 1st of the month following 30 days of employment

• Paid Time Off: Paid holidays and vacation time

• Retirement Savings: 401(k) plan with company match

Physical Demands:

• Must be able to constantly remain in a stationary position.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Occasionally may require light lifting up to 25 pounds

Work Environment:

• Office environment; Occasional travel may be required

This job description reflects management's assignment of essential functions; and nothing in this herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.