Tax Preparer REMOTE (Seasonal)

You will guide customers through their tax returns in real time, helping them make sense of complex situations and complete their filings accurately. 

• Support customers via chat, video, screen share, and phone (up to 100% of your time).

• Assist customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.)

• Research questions using internal tools, IRS resources, and AI-supported systems.

• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.

• Consistently meet clear performance and customer experience expectations. 

You are a tax professional who measures success by the trust you build. 

• You bring 2+ seasons of professional tax experience.

• You have an active Preparer Tax Identification Number (PTIN).

• You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.

• You can translate complex tax concepts into clear simple guidance.

• You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.

• You maintain high customer service standards under pressure.

• You have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection.