Credentialed Tax Professional (Seasonal / Remote) Details

Credentialed Tax Professional (Seasonal / Remote)

JDA TSG - United States

Employment Type : Full-Time

JDA TSG has immediate opportunities for experienced Tax Preparation Professionals CPA/EA/Practicing Attorney to support customers utilizing Turbo Tax products. This is a seasonal opportunity beginning in Late February & running through the end of April 2021. You will be supporting customers in both assisting them prepare their own returns &/or fully preparing customer tax returns. The ideal candidate will have a background in business, finance, accounting, or tax. Knowledge of tax laws, tax concepts & familiarity with form 1040 & schedules is expected. An active PTIN is required for the role as well as several years of 1040 preparation experience. In this position you will be providing expert guidance & explanations of tax & technical terms to our customers. You will also play a meaningful role in our efforts to delight our customers & empowering them to prepare their taxes. A typical week would involve approx. 25-30 hours of work assisting customer in preparing & filing their Tax returns utilizing Turbo Tax Live. You must be living in the U.S. or a U.S. Territory to be eligible for these positions. Locations: All positions are remote.Required Skills & Experience:

• 5 + years of experience preparing federal & state individual 1040 tax returns for clients/customers, using commercial tax preparation software
• An active unrestricted credential: EA, CPA or Practicing Attorney with tax preparation experience & extensive knowledge of tax laws is preferred
• Must possess or be able to obtain any related State licenses, certificates, permits or bonds
• Active PTIN
• 3+ years of recent experience
• History processing 50+ tax returns per tax year required. Prior tax preparation experience in a tax practice or retail setting
• Working knowledge of Circular 230
• Audit experience a plus (IRS & state tax authorities)
• Proficient with technology; solid knowledge of computer operations & software
• A dedicated hardwired internet connection
• Ability to work within a team to assist in preparation of accurate tax returns in a timely manner
• Strong customer service skills
• Comfortable interacting professionally with customers through video
• Excellent verbal & written communication skills
• Critical thinking, problem solving, research skills & determination

Core Accountabilities:

• This is a seasonal, virtual, customer-facing role; you will be using a state-of-the-art video communication software (SmartLook) to interact with customers
• Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation & signature when required; 2) Product/software inquiries, & 3) Tax calculations
• Create high quality customer interactions & experiences that instill confidence using deep customer empathy, & your deep knowledge & expertise in the field of tax preparation
• Compiling/preparing tax returns for TurboTax Customers
• Gathering/organizing & accurately entering customer data in the federal & state tax returns for review Communicate directly with the customer as needed
• Coordinate customer meetings & follow-up
• Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions & calculations
• Apply defined practices, procedures & company policies to troubleshoot & resolve product & tax support customer inquiries
• Utilize & leverage government websites, professional resources, & team expertise to seek out & deliver the right answer to the customer using everyday language
• Apply defined practices, procedures, & company policies to troubleshoot & resolve tax advice & preparation customer inquiries
• Document customer interactions

About JDA TSG:At JDA TSG, our core values provide the framework that allows us to continually focus on what made us successful in the first place. Quite simply, our values inform everything that we do. We knew from day one that if we hired smart, passionate people & provided them meaningful yet challenging roles, we will thrive as an organization. At JDA TSG, we believe in powering possibility. Our headquarters is located at 800 Third Avenue in New York City. We are a company that understands our ability to make a positive difference for clients comes from our greatest asset, our people. We are committed to fostering & cultivating workplaces which encourage collaboration, teamwork, sharing of ideas & best practices with the goal to continuously improve. Providing our team members with the support they need is always top of mind.Benefits & Perks:

• Healthcare
• Retirement savings
• Giving programs
• Educational resources
• Paid Sick & Vacation days & Paid Holidays

Learn more at www.jdatsg.com JDA TSG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations & ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.