You will enjoy this role if
- You are welcoming, reassuring, and have a passion for providing exceptional customer service
- You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual tax returns annually
- You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
- You have technology experience and will be able to research and support using online tools
What you'll do:
- 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