Tax Reviewer



Hawaii, USA
Posted on Wednesday, December 27, 2023


You will enjoy this role if:

  • You are welcoming, reassuring, and have a passion for providing exceptional customer service
  • You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual tax returns annually
  • You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
  • You have technology experience and will be able to research and support using online tools

What you’ll do:

  • Utilize defined practices, procedures, and company policies to provide individual tax troubleshooting support and preparation assistance through video-enabled software and chat support
  • Deliver accurate tax advice to customers utilizing provided research materials, professional resources, and team support
  • Assist customers in gathering, organizing, and entering data in federal and state tax returns for review
  • Schedule customer meetings and follow-up when needed, carefully documenting customer interactions
  • Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared
  • Prior tax preparation experience in a tax practice or retail setting
  • College degree a plus, but not required
  • Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
  • PTIN is required (can be obtained online) and one of the following unrestricted credentials: EA, CPA or JD
  • 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