Tax Associate jobs in United States
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Dexian · 2 hours ago

Tax Associate

Dexian is a leading provider of staffing, IT, and workforce solutions. The Tax Associate role involves providing exceptional customer support for tax-related inquiries, assisting customers with their tax returns, and maintaining high standards of customer experience while meeting multiple KPI standards.

ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Shubhi Jaiswal
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Responsibilities

Provide exceptional customer support, video, phone, and chat)
Assisting customers with their tax returns
Ability to navigate multiple software applications and job aids to research and provide guidance on complex tax questions and preparing tax returns
Create an excellent customer experience using your tax experience and research capabilities
Resolve customer inquiries in a timely and professional manner
Responsible for documenting notes and interactions with customers
Training will be provided
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 meet multiple KPI standards on a weekly basis. You will be expected to maintain KPI standards to remain is good standing on your assignment
Average hours vary each week and can be from 2 to 25 hours during the Season an 30+ during April Peak Demand
Hours are not guaranteed as they are demand generated and based on the Assessment Level you pass
Overtime is currently not approved (daily or weekly). Overtime may be approved if there is an unexpected increase in demand

Qualification

Active PTINTax preparation softwareTechnical proficiencyMS 365Customer support

Required

Complete and pass a Full Service Glider Assessment (details below)
Active PTIN
2+ years and at least 60 individual returns
Experience with tax preparation software
Technical Proficiency and the ability to navigate multiple application and systems
Including but not limited to tax software, MS 365 (Outlook, Teams, Word, Excel)

Company

Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.

Funding

Current Stage
Late Stage

Leadership Team

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Mahfuz Ahmed
Chairman of the Board
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Vikram Motiani
Managing Director
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Company data provided by crunchbase