Offer summary
Qualifications:
Experience in individual tax returns completion, High internet speed access, Strong technology skills, particularly in MS Teams and Outlook, Completion of 18-hour continuing education requirement and meeting IRS regulations.
Key responsabilities:
- Conduct tax interviews with clients and provide virtual support
- Increase client retention and offer additional services
- Grow tax expertise by communicating regularly with peers
- Research information using various tax tools to understand client needs