Credentialed Tax Professional
$42,000–$64,000 year
On-siteDallas, Texas, United States
Job Summary
Prepare and review individual federal and state tax returns with accuracy and efficiency. Utilize government resources and professional tools to research and deliver clear, accurate tax guidance in everyday language. Apply company policies and best practices to resolve tax-related inquiries, troubleshoot client issues, and assist with tax planning strategies and deductions. Maintain detailed documentation of all client interactions and case resolutions while staying current with changes in tax laws and regulations. Support clients via video, phone, and chat, ensuring all work complies with legal standards and ethical guidelines. Complete a full application including screening questions and a pre-employment test.
Required Qualifications
- Must be 18 years or older
- High school diploma or equivalent
- 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
Desired Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
Additional Requirements
- Must hold or be able to obtain any required state licenses, certificates, permits, or bonds
- 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 to a LEVEL II background and/or security investigation
- Must be willing to submit to drug screening
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