Paro.ai
Harnessing the power of people and technology to empower businesses and professionals to go beyond.
Accounting • Bookkeeping • Strategic Advisory • CFO Services • Financial Planning & Analysis
51 - 200
💰 $37.1k Debt Financing on 2020-10
Tax Preparer
March 19
Paro.ai
Harnessing the power of people and technology to empower businesses and professionals to go beyond.
Accounting • Bookkeeping • Strategic Advisory • CFO Services • Financial Planning & Analysis
51 - 200
💰 $37.1k Debt Financing on 2020-10
Description
• 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
Benefits
• Opportunity to provide exceptional customer service • Utilize video-enabled software and chat support • Further develop tax expertise • Work in a supportive team environment
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