Tax Preparer

RoShay Services; Irvine (CA); À distance; USD 60 000 - 85 000; Plein temps

Résumé du poste

RoShay Services is seeking a Tax Associate to provide virtual tax assistance to customers using TurboTax. You will review documents, guide customers through the software, and ensure accuracy and regulatory compliance.

The role emphasizes clear communication, attention to detail, and the ability to research and resolve complex tax questions in a collaborative, data-driven environment.

Qualifications

• Experience preparing individual tax returns with credits and deductions.
• Ability to interpret IRS/state rules accurately.
• Excellent written and verbal communication.
• Strong research and problem-solving for tax issues.
• Comfort collaborating in a data-driven environment.

Responsabilités

• Review documents and prepare individual tax returns.
• Explain credits, deductions, and IRS/state requirements.
• Research complex tax questions and resolve issues.
• Document interactions and maintain records.

Connaissances

Tax preparation

IRS rules

Communication

Research skills

Attention to detail

Description du poste

Tax Associate provides virtual tax assistance to customers using TurboTax.

Key Responsibilities

• Review financial documents and prepare/check individual tax returns for accuracy and completeness.
• Guide customers through tax software, explaining credits, deductions, and applicable IRS/state requirements in clear, accessible language.
• Research complex tax questions and resolve issues to ensure compliance with current regulations.
• Document each customer interaction and maintain accurate records of guidance provided.

Qualifications & Skills

• Strong knowledge of individual tax preparation, including credits, deductions, and IRS/state rules.
• Ability to interpret and apply tax regulations to customer scenarios with accuracy and attention to detail.
• Excellent communication skills to explain tax concepts clearly.
• Strong research and problem-solving skills for complex tax issues.
• Comfort working in a collaborative, data-driven environment.