Seasonal Tax Preparer & Customer Support - Remote

$47,840 - $56,160/Yr

Unclassified - Oklahoma City, OK

Part-time - Entry Level

Remote - Oklahoma City, OK

10,001+ employees

About the position

The Customer Support Tax Preparer is a temporary, part-time role at BTVK Advisory, beginning in January 2025 and concluding on or before April 15, 2025. This position focuses on preparing individual tax returns and providing customer support through video, phone, and chat. The role emphasizes delivering an excellent customer experience by leveraging expertise in tax preparation and technology troubleshooting.

Responsibilities

• 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

• Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared.
• Prior tax preparation experience in a tax practice or retail setting.
• PTIN is 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.

Nice-to-haves

• College degree a plus, but not required.