USATax Preparer - Seasonal (EA/CPA)
1 нед. назад
40–45 USD / hourUSASeniorRemote
tax preparationclient communicationuse of tax softwareai-enabled tools
Prepare individual and business tax returns using internal tax software and provide tax advice to clients in a fast-paced, collaborative team environment.
Обязанности
- is looking for credentialed Tax Experts (Preparer) who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you’ll prepare tax returns and give tax advice to clients using ’s professional tax services, which are embedded in our financial partners’ sites. You’ll be a part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver. This is a full time, US based position starting in January/February through 30th, 2027. Sound like you? Let’s change how taxes get done.
- Prepare individual and business tax returns and meet with clients over video calls
- Utilize the company’s internal tax software platform, standardized workflows, and AI-enabled review tools, while adapting to system updates and evolving process requirements.
- Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
- Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
- Solve complex filing situations using your professional judgement, tools and support from your team
- Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
Другое
- 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 last two tax seasons with strong preference for remote work experience
- Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
- Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
- Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
- Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
- Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
- is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, ’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, ’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their c