Experienced Tax Advisor
3 weeks ago
Experienced Tax Advisor
About the JobMCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on innovation, we have established ourselves as a trusted partner in the industry.
We are seeking a highly motivated individual with an active unrestricted credential (CPA/EA) and excellent communication skills to join our team as an Experienced Tax Advisor. You will be responsible for providing expert guidance and explanations of tax and technical terms and questions.
This is an entry-level position with competitive compensation commensurate with experience. While prior contact center experience isn't required, experience in customer service, technical support, inside sales, or back-office support in a contact center environment is a plus.
ResponsibilitiesKey Responsibilities:
- Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answers using everyday language.
- Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries.
- Document client interactions.
Required:
- Must be 18 years of age or older.
- High school diploma or equivalent.
- Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials.
- Must possess or be able to obtain any related State licenses, certificates, permits or bonds.
- Must possess active PTIN (Preparer Tax Identification Number).
- Recent experience preparing federal and state individual 1040 tax returns for clients/customers.
- Proficient with technology; solid knowledge of computer operations and software.
- Must have (or be willing to obtain) a dedicated hardwired internet connection.
- Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring.
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced environment with minimal supervision.
- Critical thinking, problem solving, research skills and determination.
Preferred:
- Audit experience a plus (IRS and state tax authorities).
- Bachelor's Degree.
- Bilingual (English/Spanish) communication skills (written & spoken) a plus.
- Work at home experience.
- State or Federal work experience.
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