Offer summary
Qualifications:
3+ years of experience preparing a minimum of 30 federal and state individual 1040 tax returns annually, Knowledge of tax laws, concepts, and familiarity with form 1040 and all schedules, Strong problem-solving abilities and the willingness to use online tools for research, Understanding of tax terminology and ability to simplify complex information for customers.
Key responsabilities:
- Provide tax troubleshooting support and preparation assistance through video-enabled software and chat
- Deliver accurate tax advice using research materials, professional resources, and team support
- Assist customers in gathering, organizing, and entering data for tax returns
- Schedule customer meetings, follow up when needed, and document interactions carefully