Are you a credentialed CPA, EA, or practicing Tax Preparer with an active PTIN? Do you have a minimum of 2 seasons of paid Tax Preparation experience with a minimum of 50 tax returns per tax year? If you’re one of these tax professionals, we need you to help our customers complete their taxes using our tax preparation platform. You’ll providing expert guidance and explanations of tax and technical terms to our customers. You’ll also play an important role in our effort to enhance our brand by helping our customers and empowering them to prepare their taxes.
What You'll Bring
Must possess active unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Tax Preparer with strong tax preparation experience and extensive knowledge of tax laws
Must possess or be able to obtain any related State licenses, certificates, permits or bonds
Must possess active PTIN (Preparer Tax Identification Number)
2 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software
Working knowledge of Circular 230
Audit experience will be considered a plus (IRS and state tax authorities)
Proficient with technology; solid knowledge of computer operations and software
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
Bilingual (English/Spanish) communication skills (written & spoken) is required
How You Will Lead
This is a customer-facing role; you will be interacting directly with the customers
Help our customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations
Create high-quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
Document customer interactions
Hours per week:
30-39
Job Types: Full-time, Part-time, Seasonal, Contract, Temporary
Pay: $20.00 - $30.00 per hour
Benefits:
Flexible schedule
Work from home
Experience level:
2 years
Schedule:
Monday to Friday
Experience:
Accounting: 1 year (Preferred)
Tax Experience: 2 years (Required)
Language:
Spanish (Required)
License/Certification:
CPA (Preferred)
PTIN Number (Required)
Ability to Relocate:
Bellflower, CA: Relocate before starting work (Required)
Work Location: In person
