Job Description

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy. We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value. Since charting new territory on a daily basis is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you!

POSITION SUMMARY As a remote TAX EXPERT , you will play an important role in delivering a delightful experience that unlocks every tax advantage for our customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will help TaxAct customers confidently file their taxes by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software. This is a seasonal, virtual, customer-facing role.

ESSENTIAL DUTEIES AND RESPONSIBILITIES Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Help customers understand, in everyday language, how tax rules apply to their specific filing situation.
• Use discretion and professional judgment to understand which topics may be out of scope.
• Troubleshoot and resolve customer inquiries utilizing defined processes and procedures.
• Conduct tax research leveraging trustworthy sources to ensure the customer is receiving accurate information.
• Identify appropriate data entry points for various forms and tax documents.
• Use the equipment and applications provided to interact with customers.

EDUCATION AND EXPERIENCE

• Three (3) or more years of experience preparing federal individual income tax returns.
• Must have a valid PTIN and one of the following active credentials: Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing tax attorney. May also accept IRS Annual Filing Season Program participants with a Record of Completion.
• Must be tech-savvy and have experience with online tax software.
• Proven experience conducting tax research leveraging trustworthy sources.
• Exceptional communication and interpersonal skills are essential.

COMPETENCIES

KNOWLEDGE

• Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
• Tax – Knowledge of Federal and State tax laws for both consumer and business returns. Ability to interpret and apply the IRS and State instructions.
• English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
• Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.

SKILLS

• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times.
• Speaking — Talking to others to convey information effectively.
• Service Orientation — Actively looking for ways to help people.
• Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Proficiency in Microsoft Office products.
• Proficient with basic PC skills.

ABILITIES

• Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
• Speech Clarity — The ability to speak clearly so others can understand you.
• Speech Recognition — The ability to identify and understand the speech of another person.
• Near Vision — The ability to see details at close range (within a few feet of the observer).

#TaxAct At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open and inclusive atmosphere and a team that values your contributions. Blucora, Inc. and its subsidiaries, Avantax Wealth Management, HK Financial Services, and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora, considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to know basis or as required by law. If you need assistance or an accommodation due to a disability, you may contact us by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

Job Type: Part-time

Pay: $27.00 - $32.00 per hour