Seasonal Tax Preparer - Remote
October 1
Description
• Prepare individual tax returns for customers through video-enabled software and chat. • Provide individualized troubleshooting, tax advice, and preparation assistance by utilizing defined practices, procedures, and company policies. • Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support. • Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns. • Analyze and research a variety of tax matters to determine an appropriate course of action for customers. • Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed.
Requirements
• Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared • Prior tax preparation experience in a tax practice or retail setting • PTIN is required and one of the following unrestricted credentials: EA, CPA or JD • College degree a plus, but not required • Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules • Willingness to utilize audio/visual tools to communicate with customers • Strong problem solving and research skills, and the ability to quickly use online resources to find answers • Well-developed technical troubleshooting skills
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