Tax Expert, Preparer – Seasonal

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

📋 Description

• Prepare tax returns for individuals and businesses while conducting client meetings via video calls.

• Leverage the company’s proprietary tax software platform, established workflows, and AI-driven review tools, while adapting to system enhancements and changing process needs.

• Manage the complete client experience, including document collection, client communication, and establishing trust through your expertise.

• Regularly achieve or surpass targets for client satisfaction, service excellence, and operational effectiveness.

• Address intricate filing scenarios using your professional judgment, available tools, and collaboration with your team.

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

⛳️ Requirements

• Current EA or CPA designation along with a valid PTIN.

• Over 5 years of compensated experience in individual tax preparation, including a minimum of 30 returns completed in each of the past two tax seasons, with a strong preference for remote work experience.

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

• Proficient in using professional tax software, able to navigate multiple systems, and quick to adapt to new technologies.

• Experience in virtual interactions with tax clients, including utilizing client portals, e-signature platforms, secure document sharing, and online meeting tools.

• Exceptional written and verbal communication skills; capable of conveying complex tax concepts in a clear and simple manner to clients.

• Self-motivated mindset—adaptable to change, learns through experience, and enthusiastic about contributing to the evolution of the tax industry.

🏝️ Benefits

• Offers Bonus