Tax Expert

Overview

Remote Contract Tax Expert role focused on advisory and customer relationship-building. This position serves as the primary front-office contact within a team-of-experts model, working with back-office preparers and quality review teams to deliver full-service tax preparation and assisted tax support.

The back-office team handles the mechanical preparation of returns, while the Tax Expert guides customers through the engagement, helps them understand their tax situation, and reviews/signs/initiates filing based on work completed by others.

Responsibilities

• Act as the primary point of contact throughout the customer engagement, including welcome calls, proactive follow-up, client review discussions, and final delivery of tax outcomes.
• Perform signer reviews by validating the accuracy and compliance of tax returns prepared by the back-office team; identify potential errors or omissions and sign returns as appropriate.
• Create clear, structured, and actionable “Notes to Preparer” documentation.
• Communicate with customers using video, audio, and digital collaboration tools in a professional, customer-focused manner.
• Provide tax advisory support beyond filing, including helping customers understand their tax situation and planning opportunities.
• Conduct tax research and use available resources to resolve customer questions accurately and efficiently.
• Collaborate with front-office, back-office, and quality review teams to ensure successful outcomes.
• Maintain strong knowledge of tax laws, tax concepts, and Form 1040-related schedules.
• Demonstrate continuous learning and professional development in the tax field.

Required Qualifications

• Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD) credential.
• Experience reviewing, validating, and signing tax returns prepared by other tax professionals.
• Strong written communication skills, with the ability to create clear and actionable documentation.
• Minimum of two tax seasons of paid tax preparation experience, completing at least 30 individual tax returns per season.
• Experience working in a tax firm, CPA firm, public accounting firm, or retail tax preparation environment.
• Valid PTIN.
• Strong knowledge of tax laws, tax concepts, Form 1040, and related tax schedules.
• Proven advisory and relationship-building skills, including the ability to explain tax outcomes clearly in a customer-friendly manner.
• Excellent verbal and written communication skills.
• Comfortable using virtual communication and collaboration tools.
• Strong customer service skills in a virtual environment.
• Strong tax research and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Bachelor’s degree preferred in Accounting, Finance, Business, Tax, or a related field.

Preferred Backgrounds

• CPA firms
• Public accounting firms
• Tax advisory practices
• Retail tax preparation organizations
• Individual tax return preparation and review
• Customer-facing tax consulting roles

Location

Remote contract