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Xpert Lead
Location
United States
Posted
17 days ago
Salary
Not specified
No structured requirement data.
Job Description
Job Requirements
- A minimum of 3 years of experience preparing federal individual income tax returns for other taxpayers.
- A minimum of one (1) season as a tax expert for TaxAct Xpert Help or providing live tax advice to customers through another commercial tax software provider.
- Must have active unrestricted credentials: Enrolled Agent (EA), Certified Public Accountant (CPA).
- Must have active PTIN (Preparer Tax Identification Number).
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
- Must be proficient with technology; solid knowledge of computer operations software as well as have experience with online tax software.
- Extensive experience conducting tax research leveraging trustworthy sources.
- Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring.
- Exceptional verbal and written communication skills.
- Ability to work in a fast-paced environment with minimal supervision.
- Must have (or be willing to obtain) a private, dedicated hardwired internet connection.
- Critical thinking, problem-solving, research skills, and determination.
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