Paro is an AI-powered marketplace that delivers finance and accounting solutions to businesses through a combination of expert fractional talent, data-driven tools and guiding insights. By harnessing the power of people and technology, our growth platform provides flexible options, ranging from transaction processing support to corporate development and financing strategy, to solve core business challenges and drive growth. The result enables businesses and experts to go beyond even their loftiest goals.Paro is a remote-first company that plans time together. We have proven through our last few years of considerable growth that we can accomplish great things no matter where we work. As such, we operate a virtual-first hybrid model that enables employees to connect virtually and in-person with events that focus on DEI, mental health and fun. Additionally, to support our ambitious plans and teams, we hold events that bring teams together a few times a year for training, collaboration, innovation, networking and social connection. We currently hire from the following states: AZ, FL, IL, IN, MI, NJ, NV, NY, OH, PA, SC, TX and WA.

Job description

You will enjoy this role if:

You are welcoming, reassuring, and have a passion for providing exceptional customer service
You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual 1040 tax returns annually
You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
You have technology experience and will be able to research and support using online tools

What you’ll do:

Utilize defined practices, procedures, and company policies to provide individual tax troubleshooting support and preparation assistance through video-enabled software and chat support
Deliver accurate tax advice to customers utilizing provided research materials, professional resources, and team support
Assist customers in gathering, organizing, and entering data in federal and state tax returns for review
Schedule customer meetings and follow-up when needed, carefully documenting customer interactions

Requirements

Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared
Prior tax preparation experience in a tax practice or retail setting
College degree a plus, but not required
Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
PTIN is required (can be obtained online)
Willingness to utilize audio/visual tools to communicate with customers
Strong problem solving and research skills, and the ability to quickly use online resources to find answers
Well-developed technical troubleshooting skills

Required profile