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.
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Must be EA, CPA, or Practicing Attorney
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Must have an active 2027 PTIN by start date.
- Visa sponsorship is not available for this role.
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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).
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Assist customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.)
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Research questions using internal tools, IRS resources, and AI-supported systems.
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Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.
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Consistently meet clear performance and customer experience expectations.
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You are a credentialed tax professional who measures success by the trust you build.
- You bring 2+ seasons of professional tax experience.
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You hold an active, unrestricted credential (EA, CPA, or Practicing Attorney).
- You have an active Preparer Tax Identification Number (PTIN).
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You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
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You can translate complex tax concepts into clear simple guidance.
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You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
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You maintain high customer service standards under pressure.
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You have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection.
