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Tax Preparer

United States

493 Days ago

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

Key Skills Required

Customer ServiceChat supportFilingProblem SolvingResearchResearch SkillsRetailTax ReturnsTeam SupportTroubleshooting

Job Overview


Job Function: Accounting / Auditing

Job Type: Full Time

Workplace Type: Remote

Experience Level: Associate

Salary: Competitive & Based on Experience

Experience: 3 - 4 yrs

Contact Information


Company about us:

Paro is revolutionizing the way businesses handle their finance and accounting needs through the use of cutting-edge technology and expert talent. Our AI-powered marketplace connects businesses with fractional finance and accounting professionals, providing them with the tools and insights needed to drive growth and success.

Our platform offers a range of...

Company Name: Paro.ai

Recruiting People: HR Department

Website: https://paro.ai/

Headquarter: Chicago, Illinois, USA

Industry: Financial Services

Company Size: 201-500 Employees

Location

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