**Both Full-time and Seasonal (January through May) openings available**
Job Title: Tax Consultant
Summary – This is a contingent Opportunity and would begin work upon the contract award.
Zeiders Enterprises, Inc. is seeking candidates for Tax Consultants to support the Military OneSource contract. The Military OneSource contract provides services in support of the Military OneSource Program for military members and their families, similar to a commercial Employee Assistance Program (EAP). This program provides a broad array of information, resources, referrals, and counseling to military Service members, their families, and eligible civilians at locations worldwide. Tax Consultants will assist participants with their tax filing questions and assist with completing their tax returns. This is a remote (work from home) position and support will be provided via video conference, telephone, or chat.
Essential Duties and Responsibilities
- Assist participants with their tax filing questions and assist with completing their tax returns
- Understand military-specific tax issues
- Provide information and education to assist participants in making informed decisions about their tax situation
- The Tax Consultant will not directly prepare tax documentation for an eligible participant
- Refer and connect participants to the government-provided free electronic tax filing service
- Assist participants with access to resources available to them and their specific situation
- Document all tax consultation cases in the government’s electronic case management system (eCMS).
- Obtain participant customer feedback after the completion of the tax consultation session.
- Maintain contractually mandated training requirements.
Required Education and/or Experience Qualifications
- At a minimum, two years of experience as a tax preparer
- Understand military-specific tax issues
- Knowledge and understanding of the military lifestyle
- Comprehensive and current knowledge of tax preparation, military culture and life training, and current issues affecting military families (e.g., relocation, separation, and deployments).
- Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
- Understanding, sensitivity, and empathy for Service members and their family members.
- Ability to develop trusting helping relationships.
- Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds.
- Ability to use sound professional judgment, ethical practice, and common sense.
- US Citizen
- Must pass a pre-employment background check
Preferred Qualification
- Bachelor’s degree or a combination of education and experience that provides the individual with the ability to serve as a tax consultant
- Certification as an Enrolled Agent or Certified Public Accountant
- National certification as an Accredited Financial Counselor® (AFC), Certified Financial Planner® (CFP), or Chartered Financial Consultant® (ChFC)
- Experience providing financial counseling/consultation remotely
- Experience working in a call center environment
- Fluent in Spanish
Other Skills and Abilities
This position requires travel and access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver's license, transportation, and auto insurance are required.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
- Ability to work both independently and as part of a team
- Problem Solving - Identifies and resolves problems promptly; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service ; Responds to requests for service and assistance; Meets commitments.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Physical Demands: Works in office areas. Sits, stands, bends, lifts, and moves intermittently during working hours. Training Curriculum Specialist uses a personal computer, telephones, copiers, printers, and other office equipment. The employee must occasionally lift and/or move up to 10 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Zeiders Enterprises, Inc. is an Equal Opportunity Employer
Pay Range: $65,000 - $77,000
PLEASE NOTE: The Zeiders pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
