Tax Expert

april april

Tax Expert preparing individual and business tax returns remotely for a technology-driven tax platform. Engaging with clients and improving operational workflows in tax services.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Prepare individual and business tax returns and meet with clients over video calls for tax consultations
Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
Solve complex filing situations using your professional judgement, tools and support from your team
Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
Help build and improve scalable tax operations, systems, and workflows to support a high-growth tax practice.
Provide additional support during peak tax season by assisting tax experts with complex questions, handling escalations, and helping maintain smooth day-to-day operations

Requirements

What you’ll need

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 last two tax seasons with strong preference for remote work experience
Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
Demonstrated ability to support teams during peak tax season through problem solving, process guidance, and collaboration in a fast-paced, high-growth environment

Benefits

Comp & perks

Offers Equity 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationcomplex tax returnsmulti-state returnsself-employment incomerental incomeinvestment incomecustomer satisfactionoperational efficiencyproblem solvingprocess guidance

Soft Skills

communication skillsself-starter mindsetadaptabilitycollaborationtrust buildingcustomer servicefeedback sharingteam supportlearning by doingexplanation of complex concepts

Certifications

EA credentialCPA credentialvalid PTIN