Tax Expert (Reviewer) - Seasonal

Overview

This role involves serving as a credentialed Tax Expert (Reviewer) responsible for preparing and reviewing individual and business tax returns. The position requires delivering tax advice and ensuring compliance with tax laws through professional tax services integrated within financial partner platforms. The role is full-time, based in the United States, and runs from January/February through April 30th, 2027.

Responsibilities

• Review tax returns prepared by tax preparers for accuracy, completeness, and compliance with applicable tax laws and regulations
• Utilize AI-enabled review tools as part of the workflow, adapting to evolving processes while applying professional judgment
• Conduct detailed quality assurance checks to identify errors, inconsistencies, or opportunities for optimization, providing clear corrections or guidance
• Oversee finalization of tax filings, including approval of returns prior to e-filing and managing re-filings after addressing rejection errors to ensure timely acceptance
• Handle complex or escalated tax situations by applying professional judgment and collaborating with internal experts as needed
• Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices to improve team quality and consistency
• Maintain strong client experience by addressing tax-related questions, clarifications, or escalations professionally
• Communicate recurring issues, process gaps, and product feedback to leadership and product teams to improve tools, workflows, and filing accuracy

Requirements

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential
• Valid Preparer Tax Identification Number (PTIN)
• Minimum 5 years of paid individual tax preparation experience, including preparation of at least 30 returns in each of the last two tax seasons
• At least 2 years of experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, including multi-state, self-employment, rental, and investment income returns
• Proficiency with professional tax software and ability to navigate multiple systems and adapt quickly 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, with the ability to explain complex tax concepts clearly and simply
• Self-starter mindset, comfortable with change, learning by doing, and contributing to the evolution of tax services

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Compensation & Benefits

Details regarding compensation and benefits were not provided.

Location

• United States (remote work implied)
• Position duration: January/February through April 30th, 2027