Apply📍 Illinois, United States
🔍 Tax preparation
🏢 Company: Paro.ai
- 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 is a plus, but not required.
- Knowledge of tax laws, tax concepts, and familiarity with the form 1040 and all schedules.
- PTIN is required and one of the following unrestricted credentials: EA, CPA, or JD.
- Strong problem-solving and research skills, with the ability to quickly use online resources.
- Well-developed technical troubleshooting skills.
- 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.
Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelCustomer service
Posted 2024-10-18
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