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a platform for art and poetry housed within an apartment gallery in Brooklyn.

Tax Expert – Seasonal

TaxTaxFull TimeRemoteSeniorTeam 1-10Company SiteLinkedIn

Location

United States

Posted

83 days ago

Salary

$40 - $45 / hour

Seniority

Senior

Professional Certificate5 yrs expEnglish

Job Description

• 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

Job Requirements

  • 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

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