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Tax Reviewer

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

Minimum 3 years of tax preparation experience with over 30 tax returns annually, Experience in a tax practice or retail setting and knowledge of tax laws, forms, and concepts, PTIN along with EA, CPA or JD credentials and proficiency in utilizing audio/visual communication tools.

Key responsabilities:

  • Provide individual tax troubleshooting and preparation assistance via video-enabled software and chat support
  • Offer accurate advice to customers using research materials and assist in data entry for tax returns
  • Schedule meetings with customers, document interactions, and follow up as needed
Paro.ai logo
Paro.ai Financial Services SME https://paro.ai/
51 - 200 Employees
About Paro.ai
Paro is an AI-powered marketplace that delivers finance and accounting solutions to businesses through a combination of expert fractional talent, data-driven tools and guiding insights. By harnessing the power of people and technology, our growth platform provides flexible options, ranging from transaction processing support to corporate development and financing strategy, to solve core business challenges and drive growth. The result enables businesses and experts to go beyond even their loftiest goals.Paro is a remote-first company that plans time together. We have proven through our last few years of considerable growth that we can accomplish great things no matter where we work. As such, we operate a virtual-first hybrid model that enables employees to connect virtually and in-person with events that focus on DEI, mental health and fun. Additionally, to support our ambitious plans and teams, we hold events that bring teams together a few times a year for training, collaboration, innovation, networking and social connection. We currently hire from the following states: AZ, FL, IL, IN, MI, NJ, NV, NY, OH, PA, SC, TX and WA.
See more Paro.ai offers

Job description

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

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Tax LawsHardware TroubleshootingTax Preparation

Other Skills

  • Problem Solving
  • Communication
  • Customer Service
Are you interested?

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