Xpert

Overview

This seasonal remote position involves supporting customers using a leading digital tax filing platform. The role focuses on helping everyday Americans file their federal and state tax returns by providing expert tax guidance, reviewing tax calculations, and answering questions within the online software environment.

Responsibilities

• Explain tax rules and how they apply to individual tax return situations in clear, everyday language.
• Troubleshoot and resolve customer inquiries related to tax advice using defined practices and company policies.
• Adhere to Circular 230, Internal Revenue Code, Treasury Regulations, and applicable state and local tax rules.
• Provide phone and written support for tax preparation products, ensuring a positive customer experience.
• Use professional judgment to identify topics beyond scope or expertise.
• Conduct tax research using reliable sources to ensure accurate information.
• Identify correct data entry points for various tax forms and documents.
• Utilize provided applications and equipment to interact with customers.
• Maintain a distraction-free work environment.
• Occasionally serve as a subject matter expert to assist with complex questions.
• May be cross-trained to support other product lines as needed.
• Perform additional duties as assigned.

Requirements

• Minimum of 3 years preparing federal individual income tax returns for others.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Active unrestricted credential: Enrolled Agent (EA) or Certified Public Accountant (CPA) required.
• Active Preparer Tax Identification Number (PTIN) required.
• Experience in a call center support environment is a plus.
• Proficient with technology, including computer operations and online tax software.
• Proven ability to conduct tax research using trustworthy sources.
• Demonstrated expertise in individual income tax return preparation.
• Strong customer service skills with professional, friendly, and reassuring communication via video and audio tools.
• Exceptional verbal and written communication skills.
• Audit experience with IRS or state tax authorities is a plus.
• Prior experience preparing returns using the tax software platform is a plus.
• Ability to work independently in a fast-paced environment.
• Strong critical thinking, problem-solving, and research skills.
• Bilingual English/Spanish communication skills (written and spoken) are a plus.
• Must have or be willing to obtain a private, dedicated hardwired internet connection.

Compensation & Benefits

Details regarding compensation and benefits are not specified in this description.

Location

This is a fully remote, seasonal position requiring a distraction-free workspace and reliable internet connectivity.