Seasonal Tax Expert (EA/CPA)

Job Summary

As a remote, part-time Seasonal Tax Expert (EA/CPA), the candidate will provide expert guidance to TaxAct customers, assisting them in filing their taxes confidently by reviewing calculations and addressing inquiries within the online software.

Key responsibilities

• Help customers understand how tax rules apply to their specific filing situations for federal and state returns
• Apply company policies to troubleshoot and resolve customer inquiries regarding tax advice
• Conduct tax research and provide accurate information to customers while ensuring a positive experience

Required qualifications

• Minimum of 3 years of experience preparing federal individual income tax returns
• Active unrestricted credential as an Enrolled Agent (EA) or Certified Public Accountant (CPA) required
• Active PTIN (Preparer Tax Identification Number) required
• Proficient with technology and online tax software
• Strong customer service skills with experience in a call center environment preferred