Remote Tax Preparer

Summary

Join our team as a Tax Expert and provide exceptional customer service through video-enabled software and chat support. Utilize defined practices and procedures to troubleshoot tax issues, prepare accurate tax advice, and assist customers with data entry.

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
• PTIN is required (can be obtained online)
• College degree a plus, but not required
• Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
• 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

Responsibilities

• 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