Prepare federal, state and local tax returns and answer tax-related questions for clients with the assistance, and under the supervision, of mananging tax

Technically Adept Must be able to manage technical requirements on your own computer so you can appropriately configure and use Salesforce, Office 365,

At times, the incumbent will be required to support the social work department in traditional social work roles as determined by the social work manager.

Offer exceptional customer service via telephone, text, email, and regular mail. Must possess comfort in learning, training, and engaging with others virtually

Present all offered finance protection products to potential customers. Prepare and sign all required loan documents and disclosures with customers.