Tax Preparer

Paro


Date: Sep 23, 2022
City: Atlanta, GA
Contract type: Full time
Paro
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 1040 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)
  • 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

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