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AprilAprilUnited States

Tax Expert

Temporary full-time remote role preparing complex individual tax returns and conducting virtual tax consultations with clients. Requires active EA/CPA credential, 5+ years tax prep experience, and 2+ years of virtual tax planning consultations.

83k – 87k/yr
Remote5+ YOEOther

About the role

Key Responsibilities

  • Conduct 45-minute client consultations via video calls to understand tax situations, gather key financial details, identify filing needs, and recommend tax-savings and planning opportunities during Eastern Time zone operating hours (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.
  • 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 (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 adapting quickly to new technology.
  • Experience working virtually with tax clients, including 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.
  • Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry.

Skills

EaCPAPtinTax PreparationTax ConsultingVirtual ConsultationsTax PlanningProfessional Tax SoftwareMulti-State Tax ReturnsSelf-Employment IncomeRental IncomeInvestment Income

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