Tax Preparer - Seasonal (EA/CPA)

Overview

Credentialed Tax Experts (Preparer) are needed for a full-time, US-based role starting in January/February through April 30th, 2027. This position supports clients through professional tax services delivered through financial partner sites.

Responsibilities

• Prepare individual and business tax returns and meet with clients over video calls
• Use internal tax software, standardized workflows, and AI-enabled review tools, adapting to system updates and evolving process requirements
• Manage the end-to-end client experience, including document collection, client communication, and building trust through subject-matter expertise
• Meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Resolve complex filing situations using professional judgment, available tools, and team support
• Provide feedback to leadership and product teams to improve the product, processes, and overall customer experience as the organization scales

Requirements

• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax preparation experience
  • Including at least 30 returns prepared in each of the last two tax seasons
  • Strong preference for remote work experience
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficiency with professional tax software; comfortable navigating multiple systems and adapting quickly to new technology
• Experience working virtually with tax clients, including client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills; ability to explain complex tax concepts clearly and simply
• Self-starter mindset; comfortable with change, learning by doing, and contributing to process improvement

Preferred Qualifications

• Strong preference for remote work experience

Compensation & Benefits

• Full-time role (exact compensation not specified in the provided description)

Location

• US-based position

Eligibility & Compliance

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.