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 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) and one of the following unrestricted credentials: EA, CPA or JD 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