Tax Expert (Preparer) - Seasonal

Overview

This role involves preparing tax returns and providing tax advice to clients through a professional tax service embedded in financial partners' platforms. The position is full-time, US-based, and runs from January/February through April 30th, 2027. The team operates in a fast-paced, collaborative environment focused on continuous improvement.

Responsibilities

• Prepare individual and business tax returns and conduct client meetings via video calls
• Use internal tax software, standardized workflows, and AI-enabled review tools, adapting to system updates and evolving processes
• Manage the end-to-end client experience including document collection, communication, and building trust through expertise
• Consistently meet or exceed goals related to customer satisfaction, service quality, and operational efficiency
• Address complex filing situations using professional judgment, available tools, and team support
• Provide feedback to leadership and product teams to enhance products, processes, and customer experience

Requirements

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential and a valid Preparer Tax Identification Number (PTIN)
• Minimum 5 years of paid individual tax preparation experience
• At least 30 tax returns prepared in each of the last two tax seasons
• Extensive experience with moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficiency with professional tax software and ability to quickly adapt to new technology
• Experience working virtually with tax clients using client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills, capable of explaining complex tax concepts clearly
• Self-starter mindset, comfortable with change and learning by doing

Note: All hires must verify identity and eligibility to work in the United States and complete required employment eligibility verification upon hire.

Compensation & Benefits

Details about compensation and benefits were not provided.

Location

This is a US-based remote position.