Credentialed Tax Expert

Overview

This is a virtual, customer-facing role supporting customers as they complete their tax returns using tax software products. The work involves delivering expert guidance, explaining tax and technical terms in everyday language, and providing clear tax preparation assistance to help customers feel confident throughout the process.

Responsibilities

• Use video communications software to interact with customers.
• Assist customers who are working on their tax returns or who have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquiries
  • Tax calculations
• Create high-quality customer interactions using empathy and deep tax preparation expertise.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers.
• Apply defined practices, procedures, and policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training on other products or offerings, and professional development (training requirements may change).

Requirements

• Active, unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney, with strong tax preparation experience and extensive knowledge of tax laws.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology, including solid knowledge of computer operations and software.
• Strong customer service skills and the ability to interact with customers through video and audio tools professionally, friendly, and confidently.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets the company’s security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) is a plus.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation with pay for performance rewards approach.
• Expected base pay range (by location):
  • Bay Area California $28.74 - $36.72
  • Southern California $28.74 - $36.72
  • Colorado $27.37 - $34.97
  • Hawaii $28.74 - $36.72
  • Illinois $27.37 - $34.97
  • Maine $24.63 - $31.47
  • Maryland $27.37 - $34.97
  • Massachusetts $28.74 - $36.72
  • Minnesota $24.63 - $31.47
  • New Jersey $28.74 - $36.72
  • New York $28.74 - $36.72
  • Ohio $24.63 - $31.47
  • Vermont $27.37 - $34.97
  • Virginia $27.37 - $34.97
  • Washington $28.74 - $36.72
  • Washington DC $27.37 - $34.97
• This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location.

Location

United States (remote/virtual role). The expected base pay range varies by work location, including the states/regions listed above.