Tax Expert

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare tax returns for individuals and businesses, conducting video consultations with clients for tax advice.

• Manage the complete client experience, which includes gathering documents, maintaining client communication, and establishing trust through your expertise.

• Regularly achieve or surpass targets for customer satisfaction, service quality, and operational effectiveness.

• Address complex filing scenarios by applying your professional judgment, utilizing tools, and collaborating with your team for support.

• Provide constructive feedback to leadership and product teams to enhance the product, processes, and overall customer experience as we grow.

• Assist in developing and refining scalable tax operations, systems, and workflows to facilitate a rapidly expanding tax practice.

• Offer additional support during the busy tax season by aiding tax experts with intricate inquiries, managing escalations, and ensuring smooth daily operations.

⛳️ Requirements

• Active EA or CPA certification along with a valid PTIN.

• Over 5 years of experience in paid individual tax preparation, having completed at least 30 returns in each of the last two tax seasons, with a strong preference for remote work experience.

• Significant experience in preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income.

• Proficient in using professional tax software, comfortable navigating various systems, and able to quickly adapt to new technologies.

• Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools.

• Exceptional written and verbal communication skills; capable of clearly and simply explaining complex tax concepts to customers.

• Self-motivated mindset—adaptable to change, learns by doing, and eager to influence the future of the tax industry.

• Proven ability to assist teams during peak tax seasons through problem-solving, process guidance, and collaboration in a fast-paced, high-growth setting.

🏝️ Benefits

• Offers Equity