Tax Professional

2 weeks ago


San Francisco, California, United States JDA TSG Full time
Job Opportunity: Seasonal Tax Professional

We are seeking a highly skilled and experienced Tax Professional to join our team as a Seasonal Tax Specialist. As a key member of our Tax Services Group, you will play a critical role in providing exceptional customer support and tax preparation services to our clients.

Key Responsibilities:
  • Provide superior customer support via video, phone, and chat, helping customers work on their returns.
  • Create an excellent customer experience using your expertise in tax preparation and technical ability.
  • Resolve customer problems in a friendly and timely manner to ensure high customer satisfaction.
  • Carefully document all customer interactions.
Requirements:
  • An active Enrolled Agent (EA), CPA, or active attorney license, and PTIN.
  • 2+ years of professional experience preparing and filing individual returns using professional tax preparation software in a professional/retail setting.
  • Strong technical skills and ability to navigate computer systems and software including Professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), Slack, Timekeeping solutions, etc.
  • A dedicated workspace with a hard-wired Ethernet connection and personal computer for administrative responsibilities.
What We Offer:
  • Seasonal/flexible morning through evening hours including weekend only roles.
  • W2 position starting at $32 per hour + benefits including 401K with a match, perks and other incentives.
  • Comprehensive training and support from our management team, who are committed to helping you excel in this role.
  • Equipment including laptop for the duration of employment.
  • Opportunities for employment growth within JDA TSG.


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