Tax Preparer – Seasonal, EA/CPA

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

📋 Description

• Prepare tax returns for individuals and businesses.

• Conduct meetings with clients via video calls.

• Utilize the company's proprietary tax software platform, established workflows, and AI-driven review tools.

• Adjust to system upgrades and changing process demands.

• Manage the complete client experience, including gathering documents and maintaining client communication.

• Foster client confidence through tax expertise.

• Achieve or surpass targets for customer satisfaction, service quality, and operational efficiency.

• Address complex filing scenarios using professional judgment, available tools, and team assistance.

• Provide feedback to leadership and product teams to enhance products, processes, and customer satisfaction.

• Work full-time from Monday to Friday during the peak season from January/February until April 30, 2027.

• Commit to at least 10 hours of work on April 14 and April 15.

⛳️ Requirements

• Active EA or CPA credential required.

• Valid PTIN is necessary.

• A minimum of 5 years of paid individual tax preparation experience.

• At least 30 tax returns prepared in each of the last two tax seasons.

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

• Proficiency in using professional tax software.

• Capability to navigate various systems and adapt to new technologies.

• Experience working virtually with tax clients.

• Familiarity with client portals, e-signature platforms, secure document sharing, and online meeting tools.

• Exceptional written and verbal communication skills.

• Ability to clearly and simply explain complex tax concepts.

• Reliable high-speed internet connection required.

• A private, secure workspace suitable for managing sensitive client tax information.

• Authorization to work in the United States is essential.

• Ability to complete employment eligibility verification.

• No requirement for current or future employment visa sponsorship.

🏝️ Benefits

• Bonus opportunities available.

• Flexible remote work arrangement.

• Company-provided IT equipment and onboarding materials upon hiring.

• Supportive team environment.

• Chance to provide input that shapes products, processes, and customer experiences.