Tax Expert

6 hours ago


Washington DC USA, United States Paro Full time
Job Title: Tax Expert

We are seeking a highly skilled Tax Expert to join our team at Paro. As a Tax Expert, you will be responsible for providing exceptional customer service and delivering accurate tax advice to our clients.

Key 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.
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.
  • College degree a plus, but not required.
  • Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules.
  • PTIN is required (can be obtained online) and one of the following unrestricted credentials: EA, CPA or JD.
  • 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.

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