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
Certified Tax Preparer - 2+Yrs Paid Tax Experience Required
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...
Entry Level Tax Preparer
Tax preparation training and PTIN registration. Discounted Friends and Family tax returns (terms apply). ...
Tax Preparer
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...
Business Tax Preparer - 3+ Yrs ExperienceRequired
Minimum of 2 seasons ofpersonal Tax Preparation experience, with a minimum of 30 taxreturns per tax year in a tax practice or retail setting forcompensation, strongly preferred. If you are a highlymotivated individual with business tax preparation experience andexcellent communication skills, we nee...
Tax Preparer
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...
Business Tax Preparer - Work From Home - 3+ YrsExperience Required
Minimum of 2 seasons ofpersonal Tax Preparation experience, with a minimum of 30 taxreturns per tax year in a tax practice or retail setting forcompensation, strongly preferred. If you are a highlymotivated individual with business tax preparation experience andexcellent communication skills, we nee...
Certified Tax Preparer - 2+Yrs Paid Tax Experience Required
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...
Tax Preparer in Walmart Kiosk
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...
Entry Level Tax Preparer
As a Seasonal Entry Level Tax Preparer, you will be responsible for providing guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, year-end tax forms and providing clients with IRS audit support. Furnishes taxpayers with sufficient ...
Experienced Tax Preparer
As a Seasonal Experienced Tax Preparer, you will be responsible for providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms. Answer tax related questions and provide future tax planning to client...