Tax Specialist

The Tax Expert is a credentialed trusted advisor who serves as the front-office lead within a team-of-experts model, working alongside back-office preparers and quality review teams to deliver Full-Service Tax Preparation and Assisted Tax Support.

This role is focused on advisory and relationship-building skills rather than tax preparation volume. The back office manages the mechanical preparation of returns, while the Tax Expert serves as the customer's primary point of contact, helping clients understand their tax situation and guiding them throughout the entire engagement.

This position is ideal for credentialed tax professionals who thrive in fast-paced, technology-enabled environments, take pride in collaborative team outcomes, and are comfortable reviewing, signing, and filing tax returns prepared by others. As a Tax Expert, you will help customers understand their tax situation, exercise strong review judgment on work completed by others, and deliver exceptional client service throughout the engagement lifecycle.

• Serve as the primary point of contact throughout the customer engagement, including welcome calls, proactive follow-up, client review discussions, and final delivery of tax outcomes.
• Conduct signer reviews by validating the accuracy and compliance of tax returns prepared by the back-office team, identifying potential errors or omissions, and signing returns as appropriate.
• Produce clear, structured, and actionable "Notes to Preparer" documentation.
• Communicate with customers through video, audio, and digital collaboration tools in a professional and customer-focused manner.
• Provide tax advisory support beyond filing, helping customers understand their tax situation and planning opportunities.
• Conduct tax research and leverage available resources to resolve customer questions accurately and efficiently.
• Collaborate effectively with front-office, back-office, and quality review teams to ensure successful outcomes.
• Maintain strong knowledge of tax laws, tax concepts, and Form 1040-related schedules.
• Demonstrate continuous learning and professional development within the tax field.

• Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD) credential.
• Experience reviewing, validating, and signing tax returns prepared by other tax professionals.
• Strong written communication skills with the ability to create clear and actionable documentation.
• Minimum of two tax seasons of paid tax preparation experience, completing at least 30 individual tax returns per season.
• Experience working in a tax firm, CPA firm, public accounting firm, or retail tax preparation environment.
• Valid PTIN.
• Strong knowledge of tax laws, tax concepts, Form 1040, and related tax schedules.
• Proven advisory and relationship-building skills with the ability to explain tax outcomes in a clear, customer-friendly manner.
• Excellent verbal and written communication skills.
• Comfortable using virtual communication and collaboration tools.
• Strong customer service skills in a virtual environment.
• Strong tax research and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Bachelor's degree preferred in Accounting, Finance, Business, Tax, or a related field.
• Tax Advisory & Client Consultation
• Form 1040 Tax Preparation & Review
• Tax Return Sign-Off & Compliance Review
• Tax Research & Analysis
• Customer Relationship Management
• Virtual Client Support
• Attention to Detail
• Problem Solving & Critical Thinking

• CPA Firms
• Public Accounting Firms
• Tax Advisory Practices
• Retail Tax Preparation Organizations
• Individual Tax Return Preparation & Review