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Tax Expert - CPA, Enrolled Agent or Attorney The candidate will bring confidence, tax expertise, and personal experiences to new client relationships that will empower and educate people, so they can lead better lives and get one step closer to financial freedom. Will help customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations. Create high quality customer interactions and experiences that instill confidence using deep customer empathy and audio/video tools. Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer using everyday language. Apply defined practices, procedures and company policies to troubleshoot and resolve tax advice and preparation customer inquiries. Document customer interactions. Must possess active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Should have recent experience preparing federal and state individual 1040 tax returns using commercial tax preparation software (3 or more years preferred). Professional Circular 230 judgement is required. Audit experience is a plus (IRS and state tax authorities). Must be proficient with technology; solid knowledge of computer operations and software. Must have the 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 are needed. Bilingual (English/Spanish) communication skills (written and spoken) a plus.
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