Tax Expert
location_onWest Buchanan Street, California, Moniteau County, Missouri, 65018, United States
Job Description
About the Role
We are seeking Tax Experts for the upcoming tax season to help our customers complete their taxes using our company products. This is a virtual, customer-facing role where you will provide tax advice, full-service return preparation, tax calculations, and manage product and software inquiries. By utilizing government websites, professional resources, and team expertise, you will seek out and deliver the right answers to customers using everyday language. Your work contributes to our goal of "Powering Prosperity Around the World."
As a Tax Expert, you will interact with customers through state-of-the-art video communication software and document interactions to maintain accurate records. You will be passionate about helping clients navigate the complexities of taxation and committed to enhancing our brand by delighting customers and empowering them to prepare their taxes.
Work location
Work model: Remote
West Buchanan Street, California, Moniteau County, Missouri, 65018, United States
California, Missouri
Key Responsibilities
- check_circleHelp customers complete their taxes using company products
- check_circleProvide tax advice and full service return preparation
- check_circleInteract with customers via video communication software
- check_circleDocument interactions to maintain accurate records
- check_circlePerform tax calculations and manage product inquiries
Requirements
- verifiedEA, CPA, or Practicing Attorney credential
- verifiedActive PTIN
- verifiedMinimum 2 years paid experience filing 30+ federal and state individual 1040 tax returns
- verifiedExperience using commercial tax preparation software
- verifiedAvailable to work minimum 20 hours per week across three or more days
- verifiedInternet connection meeting Security criteria