Role Overview
Work remotely as a licensed tax professional helping individuals navigate their tax responsibilities with confidence. You'll use advanced video tools and intuitive software to guide clients through return preparation, answer complex tax questions, and deliver accurate, compliant results tailored to their unique situations.
Key Responsibilities
- Assist taxpayers in completing federal and state returns using guided software platforms
- Deliver clear, accurate tax advice and perform detailed calculations based on current regulations
- Respond to inquiries about software features and tax preparation processes
- Access government portals and professional research tools to verify positions
- Communicate with clients through secure video channels in a professional, approachable manner
- Maintain thorough documentation of all client engagements
Qualifications
- Active PTIN and one of the following: Enrolled Agent, CPA, or Practicing Attorney status
- At least two years of hands-on experience preparing individual 1040 returns
- Proven experience with commercial tax preparation systems
- Deep understanding of federal and state tax rules
- Exceptional communication skills, with the ability to explain technical topics clearly
- Comfort using video-based client interaction tools
Work Environment
100% remote position open to candidates across the United States. You’ll work flexible hours during tax season using secure, modern platforms designed for collaboration and compliance.
Benefits & Support
- Employer-paid errors and omissions insurance
- 401(k) plan with company match
- Employee stock purchase program
- Free access to TurboTax Live and product discounts
- Employee assistance and wellness resources
- Paid time off for illness
