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Tax Reviewer

Remote: 
Full Remote
Contract: 
Work from: 
United States

Offer summary

Qualifications:

3+ years of tax preparation experience with at least 30 tax returns filed annually, Knowledge of tax laws, form 1040, and tax concepts; PTIN required.

Key responsabilities:

  • Assisting customers by providing accurate tax advice and preparation help using video-enabled software and chat support
  • Gathering, organizing, and inputting data for federal and state tax returns, scheduling customer meetings, and documenting interactions
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Paro.ai Financial Services SME https://paro.ai/
51 - 200 Employees
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.

Other Skills

  • Problem Solving
  • Communication

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