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
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