Tax Expert – Seasonal
april april
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $40 - $45 per hour
Job Level
Mid-LevelSenior
About the role
- Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners
- Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise
- Meet high standards for customer care, service quality, and operational efficiency
- Solve complex filing situations using your professional judgement, tools and support of your manager and team members
- Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale
- Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams
Requirements
- Active EA or CPA credential and a valid PTIN
- 5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the past two tax seasons with a strong preference for remote work environments
- Deep knowledge and proven experience in preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
- Experience using professional tax software
- Comfortable navigating multiple systems and tools with strong technical aptitude
- Strong written and verbal communication skills; able to explain complex tax concepts clearly, concisely, and in simple language for customers
- A genuine love for taxes and a passion for helping customers feel confident and supported throughout the filing process
- Experience working in a virtual environment with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools such as Google Meet or Zoom
- A self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationcomplex tax returnsmulti-state returnsself-employment incomerental incomeinvestment incomeprofessional tax softwaredocument collectioncustomer careoperational efficiency
Soft skills
communication skillsproblem-solvingcollaborationcustomer servicetrust buildingadaptabilityself-starter mindsetattention to detailinsight sharingprocess improvement
Certifications
EA credentialCPA credentialvalid PTIN