Tax Expert

Overview

A financial services organization is seeking credentialed Tax Experts to prepare tax returns and provide tax advice to clients through professional tax services integrated within financial partners' platforms. This role involves working in a fast-paced, collaborative environment focused on delivering high-quality service and continuously improving the client experience.

Responsibilities

• Prepare individual and business tax returns
• Conduct client consultations via video calls
• Manage the end-to-end client experience, including document collection and communication
• Build trust with clients through expert tax guidance
• Consistently meet or exceed goals related to customer satisfaction, service quality, and operational efficiency
• Address complex filing situations using professional judgment and team support
• Provide feedback to leadership and product teams to enhance products, processes, and customer experience
• Assist in building and improving scalable tax operations, systems, and workflows
• Support tax experts during peak tax season by handling complex questions, escalations, and maintaining smooth operations

Requirements

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential
• Valid Preparer Tax Identification Number (PTIN)
• Minimum of 5 years of paid individual tax preparation experience
• Prepared at least 30 tax returns in each of the last two tax seasons
• Experience with remote work preferred
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficiency with professional tax software and ability to navigate multiple systems
• Experience working virtually with clients using client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills, able to explain complex tax concepts clearly
• Self-starter mindset, comfortable with change and learning by doing
• Demonstrated ability to support teams during peak tax season through problem solving and collaboration in a fast-paced environment

Compensation & Benefits

Details regarding compensation and benefits are not specified in the job description.

Location

This role supports remote work and requires experience working virtually with clients. Employment eligibility verification in compliance with federal law is required for all hires in the United States.