1040 Full Service Xpert
RemoteUnited States
Job Summary
Seasonal remote 1040 Full Service Xpert role assisting individuals across the U.S. to confidently prepare federal and state income tax returns (Form 1040 series) and e-file via secure online platforms. Responsibilities include interviewing clients, gathering financial information, reviewing returns with clients, obtaining required authorizations (e.g., Form 8879), organizing tax documents, providing expert tax advice in plain language, researching complex tax issues, ensuring IRS Circular 230 and state/local compliance, and maintaining data confidentiality. The position is fully remote, seasonal, customer-facing, and may be cross-trained on other product lines as needed.
Required Qualifications
- Active, unrestricted Enrolled Agent (EA) or CPA credential
- Active PTIN (Preparer Tax Identification Number)
- Must be legally authorized to prepare and file taxes in any applicable state(s)
- Proficiency with commercial tax preparation software; TaxAct Professional experience a plus
- Access to a private, quiet workspace with a hardwired, high-speed internet connection meeting company security standards
- Must meet all licensing, certification, and bonding requirements applicable to your state of residence
- Must have (or be willing to obtain) a private, dedicated hardwired internet connection
Desired Qualifications
- Remote tax preparation experience
- Enrolled Agent or CPA credential
- IRS Circular 230 knowledge
- Experience with e-filing and TaxAct (preferred)
- Strong client communication skills
- Ability to work independently in a virtual environment
- Access to private, quiet workspace with high-speed internet
- Comfort with Form 8879 and state equivalents
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