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Tax Preparer

Posted 2024-10-18

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💎 Seniority level: Minimum of three (3) seasons of tax preparation experience

📍 Location: United States

🔍 Industry: Tax preparation

🏢 Company: Paro.ai

🗣️ Languages: English

⏳ Experience: Minimum of three (3) seasons of tax preparation experience

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelCustomer service

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.
  • Knowledge of tax laws, tax concepts, and familiarity with 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.
Responsibilities:
  • 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.
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