Credentialed Tax Professional

Job Description:

• Prepare and review individual federal and state tax returns with accuracy and efficiency.
• Utilize government resources, professional tools, and internal expertise to research and deliver clear, accurate tax guidance in everyday language.
• Apply company policies, procedures, and best practices to resolve tax-related inquiries and troubleshoot client issues.
• Maintain detailed and accurate documentation of all client interactions and case resolutions.
• Assist clients with tax planning strategies and identify opportunities for deductions and credits.
• Stay current with changes in tax laws and regulations to ensure compliance and provide up-to-date advice.
• Collaborate with internal teams to improve processes and enhance the client experience.
• Support clients via video, phone, and chat, delivering professional, friendly, and reassuring service.
• Ensure all work complies with legal standards, ethical guidelines, and company policies.

Requirements:

• Must be 18 years or older.
• High school diploma or equivalent required; Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Active, unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or other recognized Tax Preparer credentials.
• Must hold or be able to obtain any required state licenses, certificates, permits, or bonds.
• Active PTIN (Preparer Tax Identification Number).
• Recent experience preparing individual 1040 tax returns.
• Proficient with tax software and general computer operations.
• Must have or be willing to obtain a dedicated, hardwired internet connection.
• Must be authorized to work in the country where the job is based.
• Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint.
• Must be willing to submit to drug screening.

Benefits:

• Paid Time Off: Earn PTO and paid holidays to take the time you need.
• Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
• Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
• Retirement Savings: Secure your future with retirement savings programs, where available.
• Disability Insurance: Short-term disability coverage is available.
• Life Insurance: Access life insurance options.
• Supplemental Insurance: Accident and critical illness insurance.
• Career Growth: Significant advancement opportunities with internal promotions.
• Paid Training: Learn new skills while earning a paycheck.
• Fun, Engaging Work Environment: Team-oriented culture that fosters collaboration and engagement.
• Casual Dress Code: Be comfortable while you work.

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