Tax Preparation Specialist - Remote
Based in United States
Core
Provide virtual, customer-facing support helping customers complete federal and state individual Form 1040 tax returns using commercial tax software.
Role type
Tax Preparation Specialist (Remote)
Builds
Full-service tax return preparation and signature for individual clients
Domain
Taxation / Financial Services
Required skills
Tax return preparation, Commercial tax software, Circular 230 knowledge, State tax licensing, Customer service, Video/audio communication, Government website navigation, Troubleshooting, Documentation, Critical thinking
Preferred skills
Spanish communication, Fast-paced environment adaptability
Technologies
TurboTax, Smartlook, Commercial tax software, Government websites