Tax Resource Specialist

High school diploma or GED is required
At least 3 years of experience in customer service, tax preparation, or related field
Prior experience in a face-to-face customer service environment is required
In-depth knowledge of tax laws, tax filing requirements, tax forms, and tax software
Strong knowledge of state and local tax regulations, including deductions, exemptions, credits, and updates in tax legislation
Strong analytical skills to evaluate complex tax situations
Ability to apply creative problem-solving techniques
Strong interpersonal skills
Excellent organizational skills
Strong computer skills, including the use of CRM systems and Microsoft Office

Maintain a welcoming and professional environment for all taxpayers
Provide accurate and timely responses to inquiries from walk-in taxpayers regarding state and local tax regulations
Advise taxpayers in completing required forms and understanding their tax obligations
Address and resolve issues related to account discrepancies, tax penalties, audit inquiries, or filing errors
Demonstrate proficiency with tax software tools and forms
Stay up to date with changes in state and local tax legislation
Accurately input taxpayer information and maintain up-to-date case records
Participate in continuous learning and training sessions
Adhere to confidentiality protocols and data protection regulations
Perform other job duties as assigned

Associate’s or bachelor’s degree
Strong knowledge of state and local tax regulations, including deductions, exemptions, and credits
Expertise in navigating tax-related systems and databases
Proficiency in using tax preparation software, CRM systems, and general office applications
Bilingual proficiency in English and Spanish