SMB Xpert (Tax)

Location: Remote within all U.S. states

Company

hirify.global is a digital tax filing platform within the Taxwell family, providing software and customer support for individual and business tax returns.

What you will do

• Guide customers through federal and state tax rules for their specific filing situations.
• Support Form 1065 and Form 1120-S filings, review tax calculations, and clarify questions in the online software.
• Troubleshoot and resolve tax-related customer inquiries through phone and written communication.
• Conduct tax research using trustworthy sources and follow Circular 230, the Internal Revenue Code, Treasury Regulations, and applicable state and local requirements.
• Identify appropriate data-entry points for forms and tax documents and determine when questions are outside the role's scope.
• Support other product lines or act as a subject matter expert when needed.

Requirements

• At least 3 years of experience preparing federal and state business tax returns, including Form 1065 and/or Form 1120-S, for at least 20 entities per year.
• Active, unrestricted Enrolled Agent or Certified Public Accountant credential required.
• Active PTIN required.
• Experience transitioning accounting records and reports into tax returns, researching tax topics, and preparing individual income tax returns.
• Strong customer service, verbal and written communication, critical-thinking, problem-solving, and research skills.
• Must have or be willing to obtain a private, dedicated hardwired internet connection.

Nice to have

• Experience preparing service-industry business returns.
• Call center, IRS or state audit, and hirify.global experience.
• Bilingual English and Spanish communication skills.
• Experience preparing 30 or more business returns per year.

Culture & Benefits

• Seasonal, virtual, customer-facing part-time work.
• Supportive, open, and inclusive work environment.
• Opportunity to work with tax and technology experts focused on customer advocacy.
• Work requires an area free of distractions and the ability to operate with minimal supervision.