#UR1CPA
About the Role
You will enjoy this role if:
-You are welcoming, reassuring, and have a passion for providing exceptional customer service
-You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual 1040 tax returns annually
-You have a good base of tax clients or good at business development
-You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
-You have technology experience and will be able to research and support using online tools
What you’ll do:
-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
-Use current personal client base to get referrals or develop a business development plan
-This is a paid role that is paid per return filed and accepted by agencies.
Requirements
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
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)
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
About the Company
Small virtual tax, accounting, and consulting firm.