SMB Xpert

Majorresponsibilities of theseasonalTaxActSMB Xpertpositionarelisted below.To perform the job successfully, theindividualmustbeabletoexecuteeachessentialdutysatisfactorily.Reasonableaccommodations may be made to enable individuals with disabilities to perform the essential functions.

• Helpcustomersunderstand,ineverydaylanguage,howtaxrulesapplytotheirspecifictax return filing situation, including the filing of both federal and state tax returns.

• Applydefinedpractices,procedures,andcompanypoliciestotroubleshootandresolvetaxadvicecustomer inquiries.

• Follow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.

• Overall support of the TaxActtax preparation relatedproducts through phoneand written communication,asneeded,providing a positive customer experiencethat instills customer confidence.

• UsediscretionandprofessionaljudgmenttounderstandwhichtopicsmaybebeyondtheTaxActXperts' knowledge and/or out of scope.

• Troubleshootandresolvecustomerinquiriesutilizingdefinedprocessesandprocedures.

• Conducttaxresearchleveragingtrustworthysourcestoensurethecustomerisreceivingaccurate information.

• Identifyappropriatedataentrypointsforvariousformsandtaxdocuments.

• Useapplicationsprovidedin conjunction with applicable equipmenttointeractwithcustomers.

• Ability to work in an area free of distractions.

• At times, this role may berequiredto act as a subject matter expert to provide knowledge andexpertisein a specific subject, business, or technical area to answer agent/customer questions.

• May becross-trainedon other product linesin order tosupport other queues, as needed.

• Additionaljob duties as needed.

• A minimum of 3 years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for a minimum of 20 entities per year, with 30 or more per year preferred.

• Experience preparing business returnsofservice industry tax entities is preferred.

• Experience withtransitioning accounting records and reports to tax returns.

• An active unrestricted credential: Enrolled Agent (EA), or Certified Public Accountant (CPA)required.

• Active PTIN (Preparer Tax Identification Number)required.

• Experience providing support in a call centerenvironmenta plus.

• Must be proficient with technology; solid knowledge of computer operations software as wellas haveexperience with online tax software.

• Proven experience conducting tax researchleveragingtrustworthy sources.

• Able todemonstrateconsistent and well-roundedexpertisein the preparation of individual income tax returns.

• 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.

• Audit experiencea plus(IRS and state tax authorities).

• Prior experience preparing returns usingTaxActa plus.

• Ability to work in a fast-paced environment with minimal supervision.

• Critical thinking, problem-solving, research skills, and determination.

• Bilingual (English/Spanish) communication skills (written & spoken) a plus.

• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.