Tax Expert(Credentialed)#981370
#tax Expert
#Active CPA #Active Enrolled agent # tax attorney
Job description:
Job Title: Tax Expert ( credentialed)
Duration: 3 months
Location: Remote
Responsibilities
• Provide exceptional customer support, video, phone, and chat)
• Assisting customers with their tax returns.
• Ability to navigate multiple software applications and job aids to research and provide guidance on complex tax questions and preparing tax returns.
• Create an excellent customer experience using your tax experience and research capabilities.
• Resolve customer inquiries in a timely and professional manner.
• Responsible for documenting notes and interactions with customers.
• Training will be provided
• Roles Requires candidate to be on Camera with NO EXCEPTION
• This role will also require Typing and Chat support on an as needed basis
• Role will be held to meet multiple KPI standards on a weekly basis. You will be expected to maintain KPI standards to remain is good standing on your assignment
• Average hours vary each week and can be from 2 to 25 hours during the Season an 30+ during April Peak Demand.
• Hours are not guaranteed as they are demand generated and based on the Assessment Level you pass.
• Overtime is currently not approved (daily or weekly). Overtime may be approved if there is an unexpected increase in demand
Requirements:
• Complete and pass a Full Service Glider Assessment (details below)
• Active PTIN.
• 2+ years and at least 60 individual returns.
• Experience with tax preparation software.
• Technical Proficiency and the ability to navigate multiple application and systems.
• Including but not limited to tax software, Microsoft 365 (Outlook, Teams, Word, Excel).
• A dedicated workspace free from distraction with access to a hard-wired Ethernet connection
• No Wi-Fi connection, Satellite or Wi-Fi Box connection permitted.
Thanks, and regards
Swati Thorkhade
swati.thorkhade@dexian.com
480-253-4347
Job Type: Part-time
Pay: $40.00 - $43.00 per hour
Expected hours: 2 – 25 per week
Benefits:
• Flexible schedule
Application Question(s):
• Do you have an active CPA ?
• Are you an active enrolled agent?
• How many tax seasons did you work?
Work Location: Remote
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