5 дней назад
Full Service Support (Tax)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Full Service Support (Tax): Supporting customers during tax document gathering and return preparation with an accent on individual federal and state tax returns, documentation accuracy, and customer communication. Focus on answering tax-form questions, troubleshooting preparation issues, and helping customers compile complete information during the peak tax season.
Location: Remote within the United States
Company
develops tax preparation products, including TaxAct, a digital tax filing platform for individual taxpayers.
What you will do
- Help customers identify and gather the tax documents required to prepare their returns.
- Answer questions about tax forms, income documents such as W-2s and 1099s, deductions, and filing requirements.
- Provide support through phone, chat, and email during the document gathering and preparation stages.
- Troubleshoot issues using internal tools, IRS resources, and standard procedures.
- Review customer information for completeness and accuracy while maintaining confidentiality and data security.
- Communicate recurring customer questions and contribute to updates of the internal knowledge base and support materials.
Requirements
- Previous experience preparing individual federal and state tax returns using Form 1040.
- Valid IRS-issued PTIN required.
- Basic knowledge of tax laws and tax concepts.
- Excellent written and verbal communication, attention to detail, multitasking, and problem-solving skills.
- Private, dedicated hardwired internet connection required or must be obtained.
- Ability to work extended hours during the peak tax season from January through April.
Nice to have
- Experience with TaxAct or similar tax preparation software.
- Customer service or call center experience, especially in tax, accounting, or finance.
Culture & Benefits
- Seasonal remote position supporting customers during tax preparation.
- Supportive, open, and inclusive work environment.
- Collaborative culture that values performance, perseverance, progress, partnership, and employee contributions.
- Opportunity to be cross-trained on other product lines and support queues.
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