Seasonal Tax Expert (EA/CPA)

Job Summary

Supporting TaxAct as a remote, seasonal Tax Expert (EA/CPA), the part-time agent will provide expert guidance to customers filing Form 1065 and Form 1120-S, ensuring a positive experience through effective communication and tax advice.

Key responsibilities

• Help customers understand tax rules applicable 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 to ensure customers receive accurate information and assist with data entry for various tax forms

Required qualifications

• Minimum of 3 years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 entities per year
• 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, with proven experience in tax research
• Strong customer service skills and the ability to interact professionally with customers through video and audio tools