Tax Preparer with PTIN

Job Summary

A company is looking for a Full-Service Tax Preparer and Customer Support.

Key Responsibilities:

• Provide real-time tax advice and troubleshooting via video and chat support
• Guide clients in gathering and organizing data for federal and state returns
• Analyze tax matters and offer accurate advice based on company policies and resources

Qualifications:

• Minimum of two (2) seasons of tax preparation experience, with a minimum of 30 returns per year
• PTIN required (can be obtained online)
• Prior tax preparation experience in a tax practice or retail setting
• Knowledge of tax laws, tax concepts, and Form 1040
• Comfortable using audio/visual tools to communicate with clients