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
