Remote Tax Support Advisor – Research, Returns & Guidance

JTH Tax LLC; Oregon; Hybrid; USD 35,000 - 55,000; Full time

Job summary

Liberty Tax Service is seeking a knowledgeable Primary Tax Support Advisor to join our Tax Support team. You will provide prompt, professional support to field staff, perform tax research, and assist with tax preparation and reviews.

The role offers potential for permanent advancement to Advanced or Senior Tax Advisor positions. Responsibilities include handling inquiries via calls and the Liberty Tax ticketing system, documenting issues, and escalating high-impact items as needed.

Qualifications

• Excellent organizational and time management skills, with the ability to prioritize and meet deadlines in a fast-paced environment.
• Effective communication and interpersonal skills to collaborate with clients and colleagues.
• A proactive and self-motivated approach, demonstrating the ability to work independently and as part of a team.

Responsibilities

• Delivering tax support services for individual and business tax returns through various communication channels, including inbound and outbound calls and the Liberty Tax ticketing system.
• Conduct comprehensive research on tax laws, regulations, and rulings to stay updated on the latest developments and provide accurate information and guidance.
• Tax preparation & tax return reviews based on need.
• Adhere to the policies as documented in the Internal Process Manual.
• Thoroughly and accurately documenting customer issues, along with the relevant information and resolutions, to maintain comprehensive records.
• Promptly communicating high-impact issues to supervisors, ensuring appropriate attention and swift action.
• Need to be able to work nights and weekends as scheduled.
• Ability to de-escalate and work patiently in all interactions, both internally & externally.
• Participation in various department projects and team meetings.

Skills

Communication skills

Time management

Organizational skills

Teamwork

Proactive mindset

Education

1+ years experience in taxation or accounting

Job description

Liberty Tax Service is seeking a knowledgeable Primary Tax Support Advisor to join our Tax Support team. You will provide prompt, professional support to field staff, perform tax research, and assist with tax preparation and reviews.

The role offers potential for permanent advancement to Advanced or Senior Tax Advisor positions. Responsibilities include handling inquiries via calls and the Liberty Tax ticketing system, documenting issues, and escalating high-impact items as needed.