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    Tax Preparer - New York, United States - Paro

    Paro
    Paro New York, United States

    3 days ago

    Default job background
    Description
    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 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
    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)
    • 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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