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Tax Expert EA/CPA/JD REMOTE (Seasonal)

JDA TSG

Role overview

Qualifications

  • Must live and be legally authorized to work within the US
  • Must be EA, CPA, or Practicing Attorney
  • Must have an active 2027 PTIN by start date
  • 2+ seasons of professional tax experience

Responsibilities

  • Guide customers through their tax returns in real time
  • Support customers via chat, video, screen share, and phone
  • Assist customers in completing tax returns across diverse scenarios
  • Manage administrative responsibilities such as training and timekeeping

Key facts

Hard skills

Jdom Tax Preparation Tax Research Organizational Structure

Other skills

  • Problem Solving
  • Time Management
  • Communication
  • Empathy
  • Customer Service

About the company

JDA TSG logo

JDA TSG

Outsourcing & Offshoring

JDA TSG is a preferred global strategic and outsourcing partner of some of the biggest brands in the world. Our team of experts provides new perspectives and solves your most critical operational challenges. Our mission is to deliver services that are effective, agile and scalable, designing every engagement to address your organization’s unique environment. The result is efficient operations, simplified complex programs, and a flexible strategy provides space for business agility. Founded in 2011, our team meets you where you are to deliver a plan of action of combined people, process, and technology that drives exceptional outcomes across talent acquisition and operational process improvement.

Company details

Company typeSME
IndustryOutsourcing & Offshoring
Company size501 - 1000

Links

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Job description

Overview:

Why This Role Matters 
By meeting clients with deep expertise and genuine empathy, you transform one of the most stressful financial moments of a person’s year into an empowering experience.

 

Mandatory Requirements

  • Must live and be legally authorized to work within the US.
  • Must be EA, CPA, or Practicing Attorney 
  • Must have an active 2027 PTIN by start date.
  • Visa sponsorship is not available for this role.  
What You Will Do:
  • 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. 
Who You Are:
  • You are a credentialed tax professional who measures success by the trust you build.
  • You bring 2+ seasons of professional tax experience.
  • You hold an active, unrestricted credential (EA, CPA, or Practicing Attorney). 
  • 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. 
What We Offer:

  • $35/hour + benefits, including 401(k) with company match, employee perks, and additional incentives

  • Seasonal role, January through April 16, 2027

  • Flexible scheduling, 7 days/week

  • Up to 20 hrs/wk on average, with additional hours available during peak periods

  • Company-provided laptop for the duration of your employment 

Posted Salary Range: USD $35.00 - USD $35.00 /Hr.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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