Tax Expert

Key Responsibilities

• Prepare individual and business tax returns and meet with clients over video calls for tax consultations
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
• Help build and improve scalable tax operations, systems, and workflows to support a high-growth tax practice.
• Provide additional support during peak tax season by assisting tax experts with complex questions, handling escalations, and helping maintain smooth day-to-day operations

Experience

• Active EA or CPA credential and a valid PTIN
• 5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the last two tax seasons with strong preference for remote work experience
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
• Experience working virtually with tax clients, including the use of 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 and simply to customers
• Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
• Demonstrated ability to support teams during peak tax season through problem solving, process guidance, and collaboration in a fast-paced, high-growth environment