Tax Preparer
September 17
Description
• You will enjoy this role if: • You are welcoming, reassuring, and have a passion for providing exceptional customer service • You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual 1040 tax returns annually • You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand • You have technology experience and will be able to research and support using online tools • What you’ll do: • Utilize defined practices, procedures, and company policies to provide individual tax troubleshooting support and preparation assistance through video-enabled software and chat support • Deliver accurate tax advice to customers utilizing provided research materials, professional resources, and team support • Assist customers in gathering, organizing, and entering data in federal and state tax returns for review • Schedule customer meetings and follow-up when needed, carefully documenting customer interactions
Requirements
• Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared • Prior tax preparation experience in a tax practice or retail setting • College degree a plus, but not required • Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules • PTIN is required (can be obtained online) • 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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