What are the responsibilities and job description for the Tax Associate position at Dexian?
Position: Tax Associate (non- credentialed)
Location: Remote Position (20 hrs./week)
Duration: 3 Months
Job Description:
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 .
Requirements:
- 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).
- A dedicated workspace free from distraction with access to a hard-wired Ethernet connection
- No Wi-Fi connection, Satellite or Wi-Fi Box connection permitted.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Note: Dexian Canada will, on request, provide accommodations for disabilities to support your participation in all aspects of our Recruitment and Assessment/Selection Processes.