Dexian · 4 days ago
Tax Associate/Expert
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Responsibilities
Work directly with our customers to answer simple tax questions to help them prepare their returns.
Access virtual tools and resources, and collaborate with experts to provide updates on assigned customers.
Perform several administrative tasks to support your work, like data entry and compiling and tagging documents for tax return prep.
Support the client’s Live supporting incoming calls.
Complete 24 hours of Training and Preflight evaluation before going into Production.
Interact with customers through video in a professional way that represents the Client's brand well.
Utilize audio/visual tools to communicate with customers.
Qualification
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Required
Prior tax preparation experience in a tax firm or retail setting is required.
Ability to work within a team to assist in the preparation of accurate tax returns promptly.
Strong Research skills and the ability to quickly use online resources to find answers.
Willingness to utilize audio/visual tools to communicate with customers.
Comfortable interacting with customers through video, in a professional way that represents the Client's brand well.
Ability/motivation to expand expertise and obtain a tax credential or certification.
This role will be supporting the client’s Live supporting incoming calls.
Roles Requires candidate to be on Camera with NO EXCEPTION.
This role will also require typing and Chat support on an as-needed basis.
Role will be held to multiple KPIs weekly.
Role requires completing 24 hours of Training and Preflight evaluation before they can go into Production.
Hours are not guaranteed. Hours available are generated based on Demand through the Client's AI platform.
Tax Associates are not authorized to work Overtime (daily or weekly).
Preferred
A college degree is a plus.
The ideal candidate will have a background in business, finance, accounting, or tax.
Knowledge of tax laws, and tax concepts, and familiarity with Form 1040 and schedules.
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
Funding
Current Stage
Late StageRecent News
2024-05-29
Business Wire
2024-05-24
2024-05-24
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