Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners
Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise
Meet high standards for customer care, service quality, and operational efficiency
Solve complex filing situations using your professional judgement, tools and support of your manager and team members
Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale
Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

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 past two tax seasons with a strong preference for remote work environments
Deep knowledge and proven experience in preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
Experience using professional tax software
Comfortable navigating multiple systems and tools with strong technical aptitude
Strong written and verbal communication skills; able to explain complex tax concepts clearly, concisely, and in simple language for customers
A genuine love for taxes and a passion for helping customers feel confident and supported throughout the filing process
Experience working in a virtual environment with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools such as Google Meet or Zoom
A self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry

Tax Expert – Temporary

Key skills