Tax Expert EA/CPA/JD REMOTE (Seasonal)

Mandatory Requirements

• Must live and be legally authorized to work within the US.
• Must be EA, CPA, or Practicing Attorney.
• Must have an active 2027 PTIN by start date.
• Visa sponsorship is not available for this role.

Guide Customers

• Help customers make sense of complex situations and complete their filings accurately.
• Support customers via chat, video, screen share, and phone (up to 100% of your time).
• Affiliate customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.).

Support Tasks

• Research questions using internal tools, IRS resources, and AI-supported systems.
• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.

Professional Experience

• Measure success by the trust built with customers.
• Have 2+ seasons of professional tax experience.
• Hold an active, unrestricted credential (EA, CPA, or Practicing Attorney).
• Have an active Preparer Tax Identification Number (PTIN).
• Succeed in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• Translate complex tax concepts into clear simple guidance.
• Take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• Maintain high customer service standards under pressure.
• Have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection.