Taxes Professional

You are sought after to help our customers complete their taxes using sound professional judgment and in an excellent and timely manner. In this role, you will be working toward advancing our goal of providing expert guidance, tax preparation, and explanations of tax and technical terms to our clients. Responsibilities Provide full service return preparation, tax calculations, and manage product/software inquiries. Maintain sensitive customer, confidential and/or proprietary information in a responsible, reliable, and safe manner. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as significant experience in preparing and filing business and personal tax returns. Requirements Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney. Strong business tax preparation experience with extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred. This is a virtual, customer-facing role, so you will use our state-of-the-art video communication software to interact with customers in a responsible, reliable, and safe manner, and you will document interactions to maintain accurate records.

Created: 2025-07-21