Individual Tax Support
CurrentProvide front line telephone, chat and email support to clients on tax returns. Provides tax support of 1040, 1120, 706/709, 990, 5500, and Planning software programs for Prosystem fx clients. Understands related tax and accounting issues presented by customers in order to provide customer support.Receive electronic filing call inquiring about their status of electronic return and troubleshoot diagnostic and rejections that clients receive on their e-filed tax returns.Help clients troubleshoot system errors during install/uninstall procedures of the Planning software updates for Network, Standalone, laptop, and Citrix/Terminal servers.Team leader on knowledge base project to update and correct any errors in the articles for the upcoming tax season.Provide assistance to the seasonal staff when they are not able to answer the client’s questions.