Offer summary
Qualifications:
Minimum of 3 seasons experience in tax preparation, PTIN is required and a college degree is preferred but not essential, Knowledge of tax laws, concepts, form 1040, and schedules.
Key responsabilities:
- Provide tax troubleshooting support using video software and chat
- Offer accurate tax advice by utilizing research materials and team support
- Assist customers with data entry and organization for tax returns
- Schedule customer meetings, document interactions, and follow up as needed