Collect basic information and schedule clients with our licensed tax team. This is an intake + scheduling role — not tax preparation and not tax advice.
Responsibilities
- Speak with the public in person and/or by phone
- Collect basic information using approved FMSGroupNJ systems
- Schedule clients for next steps with our licensed tax team
Ideal candidate
- Comfortable speaking with people
- Reliable and on-time
- Can follow a process consistently
- Students and non-students welcome
What you get
Training, scripts, and a clear workflow — plus performance-based incentives discussed after training.
Performance-based incentives
Compensation is discussed privately after training and is based on performance and reliability.
Training + scripts
You’ll receive the exact intake flow, language, and privacy rules to follow.
Real job experience
Build skills in client intake, communication, and tax-office workflow.
Onboarding
Three steps: apply, training, placement.
Apply
Submit the application so we can confirm fit and availability.
Training
Attend the free training session and learn the scripts, privacy rules, and workflow.
Placement
If approved, you’ll be assigned a workflow/location and can begin.
Application
Complete the form below. If selected, we’ll contact you with training details and next steps.
FAQ
Common questions.
Do I need tax experience?
No. This role focuses on intake + scheduling. Training and scripts are provided.
Will I be giving tax advice?
No. Licensed professionals handle all tax work and guidance.
How do I get compensated?
Compensation is performance-based. Details are discussed privately after training and review.
What does privacy/compliance mean?
You must follow scripts and privacy rules. You cannot store taxpayer info or documents on personal devices.
Trusted locally — in partnership with Ideal Institute of Technology
Contact Us
Office:
1000 West Washington Ave
Pleasantville, New Jersey
USA, 08232
Call:
(609)-478-1348
Email:
Site:
www.fmsgroupnj.com