2 месяца назад
1040 Full Service Xpert (Tax)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
1040 Full Service Xpert (Tax): Preparing, reviewing, and e-filing federal and state Form 1040 returns for U.S. clients with an accent on accurate document management, client communication, and compliance with IRS and state tax regulations. Focus on researching complex tax issues, explaining tax guidance clearly, and securely managing sensitive financial information in a fully remote environment.
Location: Remote across all U.S. states; fully remote, seasonal, customer-facing work.
Company
develops tax preparation products, including TaxAct, a digital tax filing platform for do-it-yourself and complex tax returns.
What you will do
- Prepare, review, and e-file individual federal and state income tax returns using secure online platforms.
- Interview clients to gather complete and accurate financial information.
- Review returns with clients through secure video and audio platforms, answer questions, and obtain e-filing authorizations.
- Request, organize, and securely manage tax documents, including Form 8879 and state equivalents.
- Provide clear tax advice and research complex tax issues using government and industry sources.
- Follow defined workflows and ensure compliance with IRS Circular 230, the Internal Revenue Code, Treasury regulations, and applicable state and local laws.
Requirements
- Active, unrestricted Enrolled Agent or CPA credential required.
- Active PTIN required.
- At least 3 years of paid experience preparing federal and state individual income tax returns.
- Experience with e-filing processes and commercial tax preparation software.
- Legal authorization to prepare and file taxes in applicable states, along with all licensing, certification, and bonding requirements in the state of residence.
- Private, quiet workspace and a dedicated hardwired high-speed internet connection meeting company security standards required.
Nice to have
- Experience supporting clients in a fully remote environment.
- Prior experience with TaxAct platforms or TaxAct Professional.
- Familiarity with client onboarding and digital documentation workflows.
Culture & Benefits
- Fully remote and virtual work environment with flexibility during tax season.
- Professional growth through exposure to additional product lines and queues.
- Supportive, open, and inclusive workplace.
- Commitment to diversity, inclusion, confidentiality, and equal employment opportunity.
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