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 commission based on performance.
Commission-based earnings
Paid based on qualified intakes and/or appointments (details shared after review).
Training + scripts
You’ll receive the exact intake flow, language, and privacy rules to follow.
Professional experience
Build skills in client intake, communication, and operational workflow.
Onboarding
Three steps: apply, training, placement.
Apply
Submit the application so we can confirm fit and availability.
Training
If selected, you’ll receive scripts, privacy rules, and a short workflow training.
Placement
Once approved, you’ll be assigned to a workflow/location and can begin.
Application
Complete the form below. If selected, we’ll contact you with 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 does commission work?
Commission is based on performance and is discussed after your application is reviewed.
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