Location: Denmark, SC
This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are " Working Hard for the Hardest Working Americans" This is our mission and it's a large part of why we work here.
Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
Flexible Schedules Available: Day shift Night shift Weekends Weekdays Full-time or Part-time Are you: Looking to learn a new career and break into the tax industry?
Someone who has gaps in their work history or is looking to boost their skills and resume? Someone who has been out of the workforce over the last year while at home with family? New to the workforce or with limited experience/education, but a willingness to learn? Retired and want to continue to make an impact? Someone without a college diploma? No problem! A Veteran or military personnel transitioning from the service? Part of a military family that moves often with deployments? A recent college graduate or
current college student? A stay-at-home parent who needs a flexible work schedule?
A gig worker or looking to add a second income? Bilingual? Bilingual candidates are highly encouraged to apply! What you'll do here: As a Seasonal Experienced Tax Preparer, you will be responsible for providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms. You will also provide clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies. Conduct face-to-face tax interviews with clients.
Generate business growth, increase client retention, and offer additional products and services. Answer client calls via our national call center routing system. Answer tax related questions and provide future tax planning to clients in a timely fashion. Collection and processing of clients' payments while ensuring timely deposits. Marketing and business generation efforts. Support office priorities through teamwork and collaboration. Mentor and support teammates, providing guidance and in some cases acting as a lead. This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.
Skills you'll bring for success: 2+ seasons of previous tax experience Experience completing individual, trust, &/or partnership tax returns Passion for providing extraordinary customer service Excellent communication and interpersonal skills Successful completion of the Jackson Hewitt Tax Knowledge backssment Experience working in a fast-paced environment Strong attention to detail and accuracy Bachelor's degree in accounting or related field preferred Field Instructor, Remote Support, or Call Center certification a plus Tax planning and audit support experience preferred Bachelor's degree in accounting or related field a plus CPA or Enrolled Agent license is a bonus PTIN Certification: Yes
of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working.
We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Is a self-starter who efficiently manages time and capacity. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. ADPJOBShift:1st shift (United States of America)Hours Per Week: 40
of referrals for new mortgage lending opportunities. A Mortgage Loan Officer's network may consist of Real Estate professionals, Builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Loan Officer's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.
Essential Functions and Responsibilities Responds to customer inquiries and referrals that are generated from personal contacts and from other First Reliance Bank's business channels. Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine
customer financing objectives, advises borrowers of product/pricing policies and guidelines, and gathers any additional required information. Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.
Develops and maintains successful relationships with business referral sources, existing and prospective clients through marketing, cold-calling, prospecting and networking activities. Meets with clients as necessary during various stages of the loan process. Utilizes
First Reliance training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external members and internal business partners.
Provides complete loan applications to operation's partners. Ensures exceptional client experience by overseeing loan process from origination to close and providing on-going communication. Oversees and ensures successful completion of all assigned Mortgage Loan Officer Training activities. Works with Mortgage Processor, Underwriter, and all other Mortgage Staff to ensure that loan docs are submitted to processing within a few days. Works with Mortgage Processors and Underwriters to ensure that loan conditions are met.
Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements. Knowledge, Skills, and Abilities Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the loan origination environment. Must have a thorough knowledge of first mortgage real estate lending, including mortgage processing, underwriting, and closing procedures, and any regulatory compliance relating to real estate lending. Must show demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals Must have strong computer skills including a fundamental understanding of MS applications, database management.
Must have solid time management skills and the ability to organize prioritize and perform multiple tasks simultaneously Must have ability to analyze and comprehend complex financial data and provide financial alternatives Must display professionalism and effective interpersonal skills Must have excellent communication skills. Must meet requirements to be bonded Must be able to complete all assignments with minimal supervision Should possess a strong commitment to providing excellent service.
Education and Background Bachelor's degree in Business or Finance or related experience with loan processing, or financial services preferred. Minimum of 3 year's residential mortgage lending experience with a focus on generating self-sourced business required.
of referrals for new mortgage lending opportunities. A Mortgage Loan Officer's network may consist of Real Estate professionals, Builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Loan Officer's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.
Essential Functions and Responsibilities Responds to customer inquiries and referrals that are generated from personal contacts and from other First Reliance Bank's business channels. Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine
customer financing objectives, advises borrowers of product/pricing policies and guidelines, and gathers any additional required information. Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.
Develops and maintains successful relationships with business referral sources, existing and prospective clients through marketing, cold-calling, prospecting and networking activities. Meets with clients as necessary during various stages of the loan process. Utilizes
First Reliance training materials, reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external members and internal business partners.
Provides complete loan applications to operation's partners. Ensures exceptional client experience by overseeing loan process from origination to close and providing on-going communication. Oversees and ensures successful completion of all assigned Mortgage Loan Officer Training activities. Works with Mortgage Processor, Underwriter, and all other Mortgage Staff to ensure that loan docs are submitted to processing within a few days. Works with Mortgage Processors and Underwriters to ensure that loan conditions are met.
Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements. Knowledge, Skills, and Abilities Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the loan origination environment. Must have a thorough knowledge of first mortgage real estate lending, including mortgage processing, underwriting, and closing procedures, and any regulatory compliance relating to real estate lending. Must show demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals Must have strong computer skills including a fundamental understanding of MS applications, database management.
Must have solid time management skills and the ability to organize prioritize and perform multiple tasks simultaneously Must have ability to analyze and comprehend complex financial data and provide financial alternatives Must display professionalism and effective interpersonal skills Must have excellent communication skills. Must meet requirements to be bonded Must be able to complete all assignments with minimal supervision Should possess a strong commitment to providing excellent service.
Education and Background Bachelor's degree in Business or Finance or related experience with loan processing, or financial services preferred. Minimum of 3 year's residential mortgage lending experience with a focus on generating self-sourced business required.
analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!
Responsibilities: • Assist with administrative duties such as making and screening calls, booking appointments, etc. • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork• Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss
outstanding items• Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service• Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator Qualifications: • Highly motivated and goal-oriented with excellent customer service and communication skills• NMLS license or training is not required, but is desired• Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred• Preferably 2-3 years of administrative support in a professional office or mortgage environment• 2 Years of Mortgage Experience Compensation: $48,000 + based on experience
and per file bonus About Company: American Financial Network This team has been a loan officer for 19 years and was recently ranked #1 of all of the AFN Loan Officers by transaction count.
American Financial Network (AFN) is a unique force in the mortgage market. We are one of the nation’s largest privately held mortgage companies with the resources necessary to compete on a national level with the largest publicly held banks. AFN maintains speed to decision, responsive communication, and flexibility through its private ownership and flat organizational structure.
When you join our team, you'll find that we're here to live the H&R Block brand purpose - to provide help and inspire confidence in our clients and communities everywhere. Day to day, you'll. Conduct face-to-face tax interviews with clients Prepare complete and accurate tax returns Generate business growth, increase client retention, and offer additional products and services Provide clients with IRS audit support Mentor and support teammates Job ID: 513798BR City: DARLINGTON State: South Carolina It would be even better if you also had.
: Bachelor's degree in Accounting or related field CPA or Enrolled Agent certification Experience completing complex returns (individual, trust, partnership)
5+ years of experience in accounting, finance, bookkeeping or tax Tax planning and audit support experience Sales and/or marketing experience Bilingual candidates strongly encouraged to apply!
- This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee. - Enrollment in, or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. What you'll bring to the team. : Experience in accounting, finance, bookkeeping or tax Experience completing individual returns
Experience working in a fast-paced environment Ability to effectively communicate in person and in writing Successful completion of the H&R Block Tax Knowledge backssment or Income Tax Course - Ability to meet all IRS and applicable state requirements and completion of required continuing education High School Diploma/equivalent or higher Posting Title: Tax Preparer - Franchise Location
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