Primary Tax Support Advisor

Overview

The organization is seeking a knowledgeable and experienced Primary Tax Support Advisor to join the Tax Support team. This role involves providing prompt, professional, and courteous support to the field through multiple communication channels. Technical tax training is provided during employment. The position may have the opportunity to become permanent and can also offer growth into Advanced or Senior Tax Advisor roles.

Responsibilities

• Provide tax support services for individual and business tax returns via inbound and outbound calls and the ticketing system.
• Conduct comprehensive research on tax laws, regulations, and rulings to stay current and provide accurate information and guidance.
• Support tax preparation and tax return reviews based on business need.
• Follow policies documented in the Internal Process Manual.
• Thoroughly and accurately document customer issues, including relevant information and resolutions, to maintain complete records.
• Promptly communicate high-impact issues to supervisors to ensure appropriate attention and swift action.
• Work nights and weekends as scheduled.
• De-escalate and respond patiently in all interactions with internal and external stakeholders.
• Participate in department projects and team meetings.

Requirements

• Excellent organizational and time management skills, with the ability to prioritize and meet deadlines in a fast-paced environment.
• Strong communication and interpersonal skills to collaborate with clients and colleagues.
• Proactive, self-motivated approach, with the ability to work independently and as part of a team.
• Ability to work a schedule that includes nights and weekends as assigned.

Education & Experience

• 1+ years of experience in taxation and/or accounting or tax preparation.

Physical Requirements

• Primarily desk-based work requiring extended periods of sitting and tasks performed on a computer/workstation.
• Use of a communication device (such as a headset) may be necessary for up to eight hours during the workday to communicate with clients and colleagues.
• Cameras are required for team meetings.

Work Environment

• Work at one of the corporate offices in Hurst, TX or Virginia Beach, VA or remote.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing job duties, the employee is not exposed to weather conditions.

Compensation & Employment Status

• Employment status: Full time/Part time/Seasonal
• FLSA status: Non-Exempt