Archer Tax Service

Case Manager:

Type: Full Time and Part Time  

Location: Remote

Hours: 7am-4pm Local Time or 1pm-9pm Local Time

Job Overview:

As a Case Manager at our organization, you will play a pivotal role in ensuring efficient communication and coordination between clients and professionals working on their cases. This position requires a patient, detail-oriented, and empathetic individual who excels in active listening, documentation, and communication. The Case Manager will be responsible for managing client inquiries, processing payments, and supporting the overall case management process.

**Key Responsibilities:**

1. Client Communication: Act as the primary point of contact between clients and the professionals assigned to their cases. Respond promptly to emails, text messages, and phone calls, providing courteous and helpful assistance.

2. Documentation: Maintain detailed and accurate records of client interactions, including notes from conversations, key details, and any actions taken. Ensure that all case-related information is properly recorded and accessible to the relevant parties.

3. Payment Processing: Manage client payments, ensuring timely and accurate processing. Assist clients with payment-related inquiries and concerns.

4. Case Coordination: Collaborate with professionals working on the case to facilitate smooth communication and ensure that client needs and expectations are met.

5. Client Support: Provide empathetic and respectful support to clients, addressing their questions, concerns, and requests effectively.

6. Data Management: Utilize Microsoft Excel and other tools to organize and maintain case-related data and documentation.

7. Additional Duties: Assist with various administrative tasks related to case management, such as scheduling appointments, preparing reports, and maintaining case files.

**Requirements:**

– High School diploma or GED is required.

– Excellent written and verbal communication skills.

– Exceptional listening skills with the ability to take detailed and accurate notes during client conversations.

– Patience and empathy when interacting with clients.

– Proficiency in Microsoft Excel and other office software.

– Strong organizational and time-management skills.

– Detail-oriented and able to maintain accurate records.

– Bilingual proficiency is preferred but not required.

– Previous experience in customer service or case management is a plus.

**Benefits:**

– $14/hour + bonus

– Opportunities for professional development and growth within the organization.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you are a dedicated and compassionate individual who excels in communication and organization and is ready to make a meaningful impact in the lives of our clients, we encourage you to apply for the Case Manager position. Email your resume to careers@archertaxservice.com

Resolution Specialist:

Type: Full Time and Part Time 

Location: Remote

Hours: 7am-4pm Local Time or 11am-7pm Local Time

**Job Overview:**

Are you a detail-oriented professional with a strong analytical mindset and a passion for resolving complex financial issues? We are seeking a Resolution Specialist to join our dynamic team. In this role, you will analyze client financial data, prepare accurate financial statements, conduct compliance calls with IRS or state taxing authorities, and determine the best possible resolution options for tax debt settlement. 

**Key Responsibilities:**

1. Financial Analysis: Analyze client financial records and data to gain a comprehensive understanding of their tax situation.

2. Statement Preparation: Prepare accurate and detailed financial documents (433D, 433F, 433OIC, ETC) for clients, ensuring compliance with all relevant tax regulations.

3. Compliance Calls: Engage in compliance calls with IRS or state taxing authorities to get clear understanding of the client’s current situation.

4. Resolution Options: Evaluate tax debt cases and determine the most suitable resolution options, including settlements, payment plans, or other strategies to relieve the tax burden.

5. Documentation: Maintain thorough and organized records of client interactions, financial statements, and communication with tax authorities.

**Requirements:**

– Attorney, CPA, or EA license is required.

– Prior experience in tax resolution or related fields is preferred but not required.

– Proficient in reading and interpreting IRS transcripts.

– Strong problem-solving skills with the ability to analyze complex financial data.

– Detail-oriented with a high level of accuracy in financial statement preparation.

– Excellent communication and negotiation skills.

– Ability to work independently and manage multiple cases simultaneously.

– Commitment to maintaining the highest ethical standards in tax resolution.

Additional Qualifications (Preferred but not required):

– Knowledge of tax laws, regulations, and procedures.

– Experience with tax resolution software and tools.

– Familiarity with IRS and state taxing authority processes.

– Strong time-management skills and the ability to meet deadlines consistently.

Benefits:

– Competitive salary commensurate with experience and qualifications.

– Opportunities for professional development and growth within the organization.

– Comprehensive training and support to excel in the role.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you are a licensed Attorney, CPA, or EA with a passion for helping clients navigate tax debt challenges and possess exceptional analytical and problem-solving skills, we encourage you to apply for the Resolution Specialist position. Email your resume to careers@archertaxservice.com

Sales Associate:

Type: Full Time and Part Time  

Location: Remote

Hours: 7am-4pm Local Time or 1pm-9pm Local Time

**Job Overview:**

Are you a motivated and persuasive individual with excellent communication skills? Archer Tax Service is seeking a Sales Associate to join our dynamic team. In this role, you will be the first point of contact for potential clients, responsible for receiving inbound calls, responding to emails and text messages, and engaging with individuals seeking assistance with their tax problems. Your primary objective will be to understand their tax issues, explain our tailored programs and solutions, and close sales. If you’re passionate about helping others and have a knack for sales, we invite you to apply for this exciting opportunity.

**Key Responsibilities:**

1. Client Engagement: Serve as the initial contact for potential clients, actively listening to their tax-related concerns and providing empathetic and informative responses.

2. Product Knowledge: Gain a deep understanding of Archer Tax Service’s programs and solutions, and effectively communicate how they can address clients’ specific tax problems.

3. Sales Presentation: Present our services in a clear and persuasive manner, emphasizing the benefits and value they offer to potential clients.

4. Closing Sales: Use effective sales techniques to guide potential clients toward making informed decisions and closing sales.

5. Follow-Up: Maintain regular follow-up communication with leads and prospects to nurture relationships and address any additional questions or concerns.

6. Documentation: Maintain accurate records of client interactions, contact details, and pertinent information using CRM software.

**Requirements:**

– High School diploma or equivalent preferred but not required

– Experience in sales, customer service, or a related field.

– Good verbal and written communication skills.

– Bilingual preferred but not required.

– Persuasive and empathetic communication style.

– Strong problem-solving skills and the ability to understand and address client needs.

– Ability to work independently and as part of a team.

– Proficient in using CRM software and other sales tools.

– Results-driven and motivated to achieve sales targets.

**Benefits:**

– $10/hour base + Commissions

– Opportunities for professional development and growth within the organization.

– Comprehensive training and ongoing support to excel in the role.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you’re a driven individual who thrives in a sales environment, has a passion for helping people, and can effectively communicate complex solutions, we encourage you to apply for the Sales Associate position at Archer Tax Service.  Email your resume to careers@archertaxservice.com

Processor:

Type: Full Time and Part Time  

Location: Remote

Hours: 7am-4pm Local Time or 1pm-9pm Local Time

**Job Overview:**

Archer Tax Service is seeking a diligent and detail-oriented Processor to join our team. In this essential role, you will be responsible for efficiently processing contracts, power of attorneys, and other documentation, as well as obtaining client signatures on the necessary paperwork. The Processor plays a crucial part in ensuring the smooth flow of administrative tasks, contributing to the overall success of our operations. If you are highly organized, possess strong administrative skills, and thrive in a fast-paced environment, we encourage you to apply.

**Key Responsibilities:**

Document Processing: Accurately process a variety of documents, including contracts, power of attorneys, and other legal and financial forms.

Signature Collection: Ensure all required client signatures are obtained on the appropriate documents, following established protocols and timelines.

Data Entry: Perform data entry tasks to input client information and documentation into our database and document management systems.

Document Organization: Maintain well-organized records and files to facilitate efficient retrieval of documents when needed.

Quality Assurance: Review processed documents for accuracy and completeness, making necessary corrections or updates as required.

Communication: Collaborate with team members and clients to facilitate the completion of necessary paperwork and ensure clear and timely communication.

Administrative Support: Assist with other administrative tasks and projects as needed to support the efficient functioning of the department.

**Requirements:**

– High School diploma or equivalent preferred but not required

– Strong organizational skills with a keen attention to detail.

– Excellent communication skills, both written and verbal.

– Proficiency in basic computer applications, including word processing and spreadsheet software.

– Ability to work efficiently in a fast-paced environment.

– Prior experience in administrative roles or document processing is preferred but not required.

**Benefits:**

– $14/hr

– Opportunities for professional development and growth within the organization.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you are a meticulous and organized individual who takes pride in ensuring that documentation is accurate and complete, we invite you to apply for the Processor position at Archer Tax Service. Email your resume to careers@archertaxservice.com

Bookkeeper:

Type: Part Time  

Location: Remote

Hours:  Flexible/8am-12:30pm Local Time

**Job Overview:**

Archer Tax Service is seeking a skilled and detail-oriented Bookkeeper to join our team. In this vital role, you will be responsible for maintaining accurate financial records, tracking transactions, and ensuring that financial data is organized and up to date. The Bookkeeper plays a crucial part in our financial operations, contributing to the overall success of our organization. If you have a strong aptitude for numbers, excellent organizational skills, and a commitment to precision, we encourage you to apply.

**Key Responsibilities:**

Financial Records Maintenance: Accurately record and maintain financial transactions, including income, expenses, and bank deposits.

Account Reconciliation: Reconcile bank statements and other financial records to ensure accuracy and identify discrepancies or issues.

Data Entry: Enter financial data into accounting software and spreadsheets, keeping records organized and up to date.

Expense Tracking: Monitor and categorize business expenses, ensuring compliance with established budgets and expense policies.

Invoicing and Receivables: Prepare and send invoices to clients, track accounts receivable, and follow up on outstanding payments.

Accounts Payable: Manage accounts payable, process vendor invoices, and ensure timely payments while optimizing cash flow.

Financial Reporting: Generate and review financial reports, including income statements, balance sheets, and cash flow statements.

Tax Documentation: Assist with tax preparation by providing accurate financial records and documentation.

Compliance: Ensure compliance with accounting standards, tax regulations, and internal financial policies.

**Requirements:**

– High School diploma or equivalent (Associate’s or Bachelor’s degree in Accounting or Finance is preferred).

– Proven experience in bookkeeping or accounting roles.

– Proficiency in accounting software (e.g., QuickBooks, Xero, Wave) and Microsoft Excel.

– Strong organizational skills with a keen attention to detail.

– Excellent communication skills, both written and verbal.

– Ability to work independently and as part of a team.

– Understanding of financial principles, accounting processes, and tax regulations.

**Benefits:**

– Competitive salary commensurate with experience and qualifications.

– Opportunities for professional development and growth within the organization.

– Comprehensive training and support to excel in the role.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you are a meticulous and detail-oriented individual with a passion for maintaining accurate financial records, we invite you to apply for the Bookkeeper position at Archer Tax Service. Email your resume to careers@archertaxservice.com

Tax Preparer:

Type: Full Time  

Location: Remote

Hours:  Flexible 9am-6pm with possible over time during Tax Season

**Job Overview:**

Archer Tax Service is seeking a highly skilled and detail-oriented Tax Preparer to join our team. In this role, you will be responsible for preparing a wide range of tax returns, including individual 1040 returns with Schedule C and E, as well as business returns such as 1120S, 1120, and 1065. The Tax Preparer plays a pivotal role in ensuring accurate and compliant tax filings for our clients, contributing to their financial well-being. If you have expertise in tax preparation, strong analytical skills, and a commitment to delivering top-notch service, we encourage you to apply.

**Key Responsibilities:**

Tax Return Preparation: Prepare and complete various tax returns, including individual 1040 returns with Schedule C and E, as well as business returns such as 1120S, 1120, and 1065.

Income and Expense Analysis: Analyze clients’ financial records, income sources, expenses, and deductions to ensure accurate tax calculations.

Compliance and Documentation: Ensure tax compliance by staying updated with tax laws and regulations. Maintain detailed documentation to support tax return entries.

Client Consultation: Consult with clients to gather necessary information, answer questions, and provide tax planning advice when applicable.

Tax Software Utilization: Utilize tax preparation software proficiently to input and review data, calculate taxes, and generate accurate tax returns.

Review and Quality Control: Perform thorough reviews of completed tax returns to identify errors, discrepancies, or potential issues and make necessary corrections.

Tax Filings: Prepare and submit tax returns electronically or by mail, adhering to filing deadlines and regulations.

Client Communication: Communicate with clients regarding the status of their tax returns, any additional requirements, or potential tax issues.

Business Tax Forms: Prepare and file various business tax forms, including but not limited to Schedule K-1, 1065, 1120, and 990.

**Requirements:**

– Bachelor’s degree in Accounting, Finance, or a related field is preferred or 5 years of equivalent experience.

– Certified Public Accountant (CPA) license or Enrolled Agent (EA) certification is highly desirable.

-Active Ptin

– Proven experience as a tax preparer, with expertise in individual and business tax returns.

– Strong knowledge of tax laws, regulations, and IRS guidelines.

– Proficiency in tax preparation software (Drake or Inuit) and Microsoft Office applications.

– Detail-oriented with exceptional organizational and analytical skills.

– Excellent communication and interpersonal skills.

– Ability to work independently and manage multiple tax return assignments efficiently.

**Benefits:**

– Competitive compensation package based on experience

– Opportunities for professional development and growth within the organization.

– Quarterly or Annual wage increase based on performance

– 401(K)

– Health Insurance

– Paid Vacation

– Sick Leave

– Maternity Leave

If you are an experienced Tax Preparer with a strong understanding of individual and business tax return preparation and a commitment to accuracy and compliance, we invite you to apply for this position at Archer Tax Service. Email your resume to careers@archertaxservice.com