Credentialed Tax Advisor – CPA, Enrolled Agent or Attorney Job Description

Credentialed Tax Advisor – CPA, Enrolled Agent or Attorney Job Description Template

Our company is looking for a Credentialed Tax Advisor – CPA, Enrolled Agent or Attorney to join our team.

Responsibilities:

  • Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries;
  • Document customer interactions.

Requirements:

  • Document customer interactions;
  • Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer;
  • Tax returns prepared, signed and delivered to customer.