Tax Preparer

Paro.ai
MT, US
Remote
Full-time
Quick Apply

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
  • 6 days ago
Related jobs
Promoted
Intuit
Billings, Montana

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal...

Promoted
Intuit
Bozeman, Montana

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal...

Promoted
M47TJ9eqWMc7fQ
Missoula, Montana

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal...

Promoted
VAgvPP9lLXXUCt
Bozeman, Montana

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal...

Jackson Hewitt - 2215
Great Falls, Montana

Seeking a job that fits around your life? Look no further! We provide .Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have the opportunity to expand your skill set with professional development and continuous training.No mat...

Intuit
Billings, Montana

Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation so...

Jackson Hewitt
Great Falls, Montana

Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as an Entry-Level Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional custo...

Paro.ai
MT, US
Remote

You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual 1040 tax returns annually. 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. Knowled...

Jackson Hewitt
Billings, Montana

As a Seasonal Tax Preparer in Walmart, you will: * Work within one of our Walmart kiosk locations * Assist clients via one-on-one tax interviews and answer questions from walk-ins * Proactively engage with Walmart customers and employees * Complete tax prepara...

Intuit
Billings, Montana
Remote

Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation so...