Seasonal Tax Preparer with PTIN
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Job Summary
To support clients during tax season, the seasonal Remote Tax Preparer with PTIN will guide customers through their tax returns, assist with diverse scenarios, and provide support via various communication methods while working flexible hours from home.
Key responsibilities
- Guide customers through their tax returns in real time, ensuring accurate filings
- Support customers via chat, video, screen share, and phone, addressing their tax-related inquiries
- Manage administrative tasks, including training and timekeeping, while meeting performance expectations
Required qualifications
- Minimum of 2 seasons of professional tax preparation experience with at least 30 returns prepared each season
- Active Preparer Tax Identification Number (PTIN) by start date
- Experience in high-volume, customer-facing environments requiring real-time problem solving
- Ability to translate complex tax concepts into clear guidance for clients
- Designated distraction-free remote work environment with a reliable internet connection
Complete Job Description
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