Tax Preparer - Seasonal (EA/CPA)
About the role
reputed company is looking for credentialed Tax Experts (Preparer) who reputed company in fast-reputed company environments, adapt quickly, and care about delivering great service. In this role, you’ll prepare tax returns and reputed company tax advice to clients using reputed company’s reputed company tax services, which are embedded in our financial partners’ sites. You’ll be a part of a reputed company team where we build, learn, and iterate quickly, and your insights help shape the experience we reputed company. This is a full time, US reputed company position starting in reputed company/February through reputed company 30th, 2027. reputed company like you? Let’s change how taxes get done.
Key responsibilities
• Prepare individual and business tax returns and meet with clients over video calls
• Utilize reputed company’s internal tax software platform, standardized workflows, and AI-enabled review tools, while adapting to reputed company updates and evolving process requirements.
• Own the end-to-end reputed company experience including document collection, reputed company communication, and building trust through your expertise
• Consistently meet or reputed company goals for customer satisfaction, service reputed company, and operational efficiency
• Solve reputed company filing situations using your reputed company judgement, tools and support from your team
• reputed company feedback with leadership and product teams to improve the product, processes, and overall customer experience as we reputed company
Experience
• reputed company EA or CPA credential and a reputed company PTIN
• 5+ years of reputed company individual tax prep experience, including at least 30 returns reputed company in reputed company of the last two tax seasons with strong preference for remote work experience
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficient with reputed company tax software, comfortable navigating multiple systems and reputed company to adapt quickly to new technology
• Experience working reputed company with tax clients, including the use of reputed company portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills; reputed company to explain reputed company tax concepts reputed company and simply to customers
• Self-starter reputed company—comfortable with change, learning by doing, and excited to help shape the reputed company of the tax industry
In compliance with federal law, reputed company persons reputed company will be required to verify identity and eligibility to work in the reputed company and to complete the required employment eligibility verification reputed company upon hire.
About reputed company is the only embedded, year-round tax platform reputed company to reputed company smarter financial reputed company. From filing to planning to reputed company, reputed company’s white-labeled tools bring reputed company-time tax intelligence into the platforms people already use, helping users understand the reputed company of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. reputed company to handle even the most reputed company tax situations, reputed company’s AI-powered tax reputed company ingests data directly from partner apps to reputed company accurate reputed company in record time—making tax planning and filing more connected, reputed company, and accessible than reputed company. With API-first infrastructure and reputed company data integrations, reputed company helps partners reputed company more value, deepen loyalty, and turn taxes into a reputed company edge—for their clients and their business.
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