Key Responsibilities

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

Experience

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