Key Responsibilities

Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET
Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances
Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps
Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise
Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation
Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience

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 last two tax seasons with strong preference for remote work experience
2+ years of experience conducting virtual tax consultations and providing personalized tax planning recommendations to clients via video
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