Offer summary
Qualifications:
Minimum of 3 years' experience preparing a minimum of 30 federal and state individual tax returns annually, Knowledge of tax laws, tax concepts, and familiarity with form 1040 and all schedules, PTIN required, willingness to use audio/visual tools to communicate with customers.
Key responsabilities:
- Provide tax troubleshooting support and preparation assistance through video-enabled software and chat support
- Deliver accurate tax advice by utilizing research materials and team support
- Assist customers in data organization and entry for federal and state tax returns, schedule and document interactions