Seasonal Tax Preparer

1 month ago


Scottsdale, United States Baker Tilly US, LLP Full time

Responsibilities As a Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over video, phone, and chat through the designated software (i.e. TurboTax). It is important to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues. You will enjoy this role if: You are friendly and reassuring, passionate about customer service and problem resolution, and are comfortable interacting over video and chat. You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand. You have experience with tax preparation technology and are comfortable researching tax topics using online tools. What You Will Do: Prepare individual tax returns for customers through video-enabled software and chat. Provide individualized troubleshooting, tax advice, and preparation assistance by utilizing defined practices, procedures, and company policies. Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support. Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns. Analyze and research a variety of tax matters to determine an appropriate course of action for customers. Qualifications Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared Prior tax preparation experience in a tax practice or retail setting PTIN is required College degree a plus, but not required Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules 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 #J-18808-Ljbffr



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