Tax Expert – Seasonal

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

📋 Description

• Review individual and business tax returns prepared by tax preparers to ensure accuracy, completeness, and adherence to relevant tax laws and regulations.

• Demonstrate comfort using AI-enabled review tools within the workflow, showing an ability to adapt to changing review processes while applying sound judgment based on professional experience.

• Perform thorough quality assurance checks to identify errors, inconsistencies, or opportunities for optimization, providing clear corrections or guidance.

• Oversee the finalization of tax filings, including the sign-off and approval of returns before e-filing submissions, and manage re-filing after addressing and correcting rejection errors for timely acceptance of returns.

• Address complex or escalated tax situations by applying professional judgment and collaborating with internal experts as necessary to resolve issues.

• Mentor and support tax preparers by offering feedback, coaching, and reinforcing best practices to enhance overall team quality and consistency.

• Ensure a strong client experience by responding to key tax-related questions, clarifications, or escalations in a clear and professional manner when necessary.

• Communicate recurring issues, process gaps, and product feedback to leadership and product teams in order to continuously enhance tools, workflows, and overall filing accuracy and efficiency.

⛳️ Requirements

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

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

• At least 2 years of experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, covering multi-state, self-employment, rental, and investment income.

• Proficient in professional tax software, capable of navigating multiple systems and quickly adapting to new technology.

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

• Exceptional written and verbal communication skills, able to clarify complex tax concepts for customers in a clear and straightforward manner.

• Self-starter mindset—adaptable to change, eager to learn through experience, and enthusiastic about contributing to the future of the tax industry.

🏝️ Benefits

• Offers Bonus