Xpert (Tax)

Location: Remote within all U.S. states; seasonal and part-time virtual role.

Company

hirify.global develops tax preparation products, including TaxAct, to help customers identify credits and deductions and file federal and state tax returns.

What you will do

• Explain how federal and state tax rules apply to customers' individual tax returns.
• Review tax calculations, clarify filing questions, and resolve customer inquiries through phone and written communication.
• Follow Circular 230, the Internal Revenue Code, Treasury Regulations, and applicable state and local requirements.
• Conduct tax research using trustworthy sources and identify appropriate data-entry points for forms and tax documents.
• Use TaxAct products and related applications to support customers and deliver a professional, reassuring experience.
• Recognize topics outside the role's scope and provide subject-matter expertise or support other product queues when needed.

Requirements

• At least 3 years of experience preparing federal individual income tax returns for other taxpayers.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Active, unrestricted Enrolled Agent or Certified Public Accountant credential and an active PTIN.
• Proficiency with computer operations and online tax software, including the ability to conduct tax research.
• 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 and work in a distraction-free area.

Nice to have

• Call center support experience.
• IRS or state tax authority audit experience.
• Previous experience preparing returns with TaxAct.
• Bilingual English/Spanish communication skills.

Culture & Benefits

• Seasonal, part-time, remote, customer-facing work.
• Supportive, open, and inclusive work environment.
• Commitment to diversity, inclusion, and equal employment opportunity.
• Ability to work with minimal supervision in a fast-paced environment.