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