About the Role
As a Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared
Prepare individual tax returns for customers through video-enabled software and chat.
Provide individualized troubleshooting, tax advice, and preparation assistance by utilizing defined practices, procedures, and company policies.
Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support.
Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns.
Analyze and research a variety of tax matters to determine an appropriate course of action for customers.
Requirements
Prior tax preparation experience in a tax practice or retail setting
PTIN is required
College degree a plus, but not required
Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
Willingness to utilize audio/visual tools to communicate with customers
Strong problem solving and research skills, and the ability to quickly use online resources to find answers
Well-developed technical troubleshooting skills video, phone, and chat through the designated software. It is important to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues.
About the Company
simple is a human based, ai powered, next generation tax service.
We’re breaking through the red tape of a complex industry with the power of AI. We are developing a human based, AI powered, personalized, tax filing experience that helps more Americans take control of their taxes in an easy, user-friendly way.
No complex software, no confusing tax laws, no tedious data entry. We are changing the way millennials and gen zers file their taxes and make it simple for them.