Experienced Tax Professional (Uncredentialed)
On-siteKilleen, Texas, United States
Job Summary
Utilize government websites, professional resources, and team expertise to deliver accurate tax advice and explanations using everyday language. Troubleshoot and resolve tax advice and preparation inquiries by applying defined company policies and procedures. Document all client interactions while providing expert guidance on tax and technical terms. This entry-level role requires an active unrestricted credential (CPA/EA/Tax Preparer) and recent experience preparing federal and state individual 1040 returns. Candidates must work in a fast-paced environment with minimal supervision, possess strong verbal and written communication skills, and have a dedicated hardwired internet connection. Applicants must complete a full application including screening questions and a pre-employment test.
Required Qualifications
- Must be 18 years of age or older
- High school diploma or equivalent
- Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials
- Must possess or be able to obtain any related State licenses, certificates, permits or bonds
- Must possess active PTIN (Preparer Tax Identification Number)
- Recent experience preparing federal and state individual 1040 tax returns for clients/customers
- Proficient with technology; solid knowledge of computer operations and software
- Must have (or be willing to obtain) a dedicated hardwired internet connection
- 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
- Must be authorized to work in the country where the job is based
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint
- Must be willing to submit to drug screening
Desired Qualifications
- Experience in customer service, technical support, inside sales, or back-office support in a contact center environment
- Audit experience a plus (IRS and state tax authorities)
- Bachelor's Degree
- Bilingual (English/Spanish) communication skills (written & spoken) a plus
- Work at home experience
- State or Federal work experience
Additional Requirements
- Must possess (or be willing to obtain) any related State licenses, certificates, permits or bonds
- Must have (or be willing to obtain) a dedicated hardwired internet connection
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