SMB Xpert (Tax Preparation)

Location: Remote within all U.S. states

Company

hirify.global develops tax preparation products, including TaxAct, a digital platform for do-it-yourself tax filing and customer support.

What you will do

• Guide customers through federal and state tax rules for business tax returns in everyday language.
• Support Form 1065 and Form 1120-S customers through phone, written, video, and audio communication.
• Review tax calculations, identify appropriate data-entry points, and clarify questions within the online software.
• Troubleshoot customer inquiries using defined procedures, policies, and applicable tax regulations.
• Conduct tax research and use trustworthy sources to provide accurate information.
• Recognize out-of-scope topics and provide subject-matter expertise or support other product queues when needed.

Requirements

• At least three 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 and an active PTIN.
• Experience transitioning accounting records and reports into tax returns.
• Well-rounded expertise in individual income tax return preparation and proven tax research skills.
• Strong written and verbal communication, customer service, critical-thinking, problem-solving, and technology skills.
• Must have or be willing to obtain a private, dedicated hardwired internet connection and work in a distraction-free area.

Nice to have

• Experience preparing service-industry business tax returns.
• Call center, IRS or state tax authority audit, or TaxAct preparation experience.
• Bilingual English and Spanish communication skills.

Culture & Benefits

• Part-time, seasonal, virtual, customer-facing work.
• Supportive, open, and inclusive work environment.
• Commitment to diversity, inclusion, and equal employment opportunity.
• Fast-paced work with minimal supervision.