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Air Financial Partners, Inc

Employment Opportunities

Air Financial Partners is a company on the move! We have the best solution for tax businesses who want the best! Our team of service professionals ensure we deliver on our commitment to our customers. We are currently looking to fill the following vacancies.

Tax Professionals

Tasks:


Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

Use all appropriate adjustments, deductions, and credits to keep clients’ taxes to a minimum.

Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Calculate form preparation fees according to return complexity and processing time required.

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.


Associates or a Bachelor’s degree preferably


2+ years prior work experience as a tax preparer

Strong communication, interpersonal, organizational, and customer service skills

Ability to work flexible hours during peak season

CPA certification a plus

Proficiency with Excel

Demonstrate ability to work under pressure, in a fast-paced working environment

Sales Associates & District Sales Manager

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.


Tasks


Resolve customer complaints regarding sales and service.

Oversee regional and local sales managers and their staffs.

Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

Determine price schedules and discount rates.

Review operational records and reports to project sales and determine profitability.

Monitor customer preferences to determine focus of sales efforts.

Prepare budgets and approve budget expenditures.

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications.

Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale.

Confer with potential customers regarding equipment needs and advise customers on types of equipment to purchase.



The candidate will need to be proficient in the following tools used in this occupation:

Desktop computers

Notebook computers

Personal computers

Personal digital assistant PDAs or organizers — Personal digital assistants PDA

Scanners

Technology used in this occupation:

Calendar and scheduling software — Contact management software; Scheduling software

Customer relationship management CRM software — Eden Sales Manager; Sage ACT!; Salesforce.com Salesforce CRM; Vanguard Software

Vanguard Sales Manager

Data base user interface and query software — Data entry software; Microsoft Access

Electronic mail software — Email software; IBM Lotus Notes; Microsoft Outlook

Spreadsheet software — Microsoft Excel

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Offer Bank Products such as Refund Loans, Checks & Debit Card Dispersements

We partner with tax industry banks that offer settlement products allowing you to secure your fees.

Santa Barbara Bank And Trust Logo

SBTPG | GreenDot | PreFund

TPG offers quality financial products to the e-file industry that satisfy consumers’ needs, are priced fairly and provide true value. TPG is investing in relationships by providing tax pros with a program to help retain and grow business for years to come.

Republic Bank And Trust Logo

Republic Bank - Tax Refund Solutions

Republic Bank will provide advance payment of 50% of your tax preparation fees on all acknowledged returns with a Refund Transfer at the beginning of filing season to help you make ends meet until IRS funding begins.

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Refund Advantage | Paper Return Fee Collect

Refund Advantage Tax Refund Services was built with you- the independent ERO, in mind. Our goal is to help you remain competitive by giving you the tools, options and solutions you need to diversify your business and compete with the national chains.