Money Smart Tools

Money Smart Tools Our focus is to reduce your taxes, help you use your money more wisely, and help you achieve the financial independence that only 5% of Americans enjoy.

We are a group of financial professionals with various backgrounds of expertise who are dedicated to help our clients plan their finances, invest wisely, reduce debt, and secure quality insurance to protect themselves and their families. Our focus is threefold: (1) Reduce your taxes (2) Help you use your money more wisely and (3) Help you achieve the financial independence that only 5% of American

s currently enjoy. No future is too big or too small for us. Our goal is to simply help create a positive future for all of our clients. Here at Money Smart Tools we understand that financial and retirement planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands, we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often, exceeded. We want to help make that dream become a reality for you and your family too.

09/02/2022

Are you good with people? Come to Liberty Tax School and become one of our amazing Tax Professionals! You’ll learn how to prepare the more common individual tax returns and earn extra cash to put towards that vacation or pay down some debt.

Tax School starts October 4th! We will meet every Tuesday and Thursday morning starting at 9AM and ends at 12PM. The course is $150 for materials. Earn this back by completing the course and getting hired for a $300 sign on bonus!

Additional training and advancement opportunities are available for those who want to do even more. We offer flexible schedules and hourly pay starting at $13 plus bonus

01/03/2022

We are seeking a Front Desk Receptionist for our Liberty Tax and insurance office. It is important that candidate possess outstanding customer service, as our receptionist will greet visitors/clients and answer all incoming telephone calls in a professional manner. Within this role, you must know, practice, and ensure that company policies and procedures and state and federal laws are followed. In addition, you will ensure that no client information is inappropriately divulged to unauthorized parties.

Duties
• Oversee front desk receptionist area and greet clients
• Ensure reception area is tidy and presentable, with all necessary stationery and material
• Receive and distribute mail/deliveries
• Update calendars and schedule meetings
• Perform other clerical receptionist duties such as filing, photocopying, transcribing, faxing
• Answer incoming telephone calls; determine purpose of callers, and forward calls
• Support Office Manager and Tax Professional
• Perform basic data entry
• Ensure completion of client paperwork and sign in
• Ensure all rooms are stocked with soda, water, Kleenex, and other items as appropriate.
• Keep client area clean and presentable daily
• Translate between client and Tax Professionals when needed

Requirements & Skills
• Must speak English and Spanish
• Knowledge of customer service
• Microsoft Office (Word, Excel, Outlook) experience desired
• Excellent phone etiquette and ability to establish rapport with diverse clientele
• Strong communication and social skills
• Professional attitude and appearance
• Excellent organizational skills

Scheduling and Pay
• $13-15 per hour plus bonus potential
• Monday-Friday 10AM-7PM (during peak season, Jan-April)
• Some Saturdays (during peak season, Jan-April)

10/08/2021

Are you good with people? Come to Liberty Tax tax school and learn how to become one of our amazing Tax Professionals! You’ll learn how to prepare the more common individual tax returns and earn extra cash to put towards that vacation or pay down debt.

Tax School starts October 21st! We will meet every Thursday and Monday evening starting at 7PM. Classes are free, with the purchase of the course books.

Additional training and advancement opportunities are available for those who want to do even more. We offer flexible schedules and hourly pay of $13-$15 plus bonus potential. Call us to enroll today!

05/19/2021
02/01/2021

Need a receptionist to call clients to schedule appointments.

Receptionist Qualifications / Skills:
Telephone Skills
Computer Skills
Verbal Communication
Listening
Professionalism
Customer Focus
Organization
Informing Others

Must be a English/Spanish speaking.
$10 per hour plus referral bonus available.

12/29/2020

Are you good with people? Come to tax school and learn how to become one of our amazing Tax Professionals! You’ll learn how to prepare the more common individual tax returns and earn extra cash to put towards that vacation or pay down debt. Additional training and advancement opportunities are available for those who want to do even more. We offer flexible schedules and hourly pay of $10-$15 plus bonus potential. Call us to enroll today!

Address

3845 N Garland Avenue, Ste 700A
Garland, TX
75040

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm

Telephone

+14693057300

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