Remote 1040 Full Service Tax Expert

TaxAct; United States; Remote; USD 30,000 - 44,000; Full time

Job summary

TaxAct is seeking a remote, seasonal 1040 Full Service Xpert to help individuals nationwide file federal and state returns accurately using our secure online platforms. You will interview clients, gather financial information, and e-file tax returns with a focus on compliance and customer service.

Ideal candidates have 3+ years of paid tax preparation, CPT/E-filing experience, and credentialed status (EA/CPA). This is a fully remote, seasonal role with growth and flexible hours.

Qualifications

• 3+ years of paid federal/state tax return prep experience.
• Proficient with e-filing and online tax software.
• Strong knowledge of IRS Circular 230 and state regs.

Responsibilities

• Prepare, review, and e-file federal and state returns.
• Interview clients to gather financial information.
• Communicate securely with clients to review returns.
• Request, organize, and manage tax documents and authorizations.
• Follow workflows to ensure timely filings.
• Provide expert tax guidance in plain language.
• Research complex tax issues using official sources.
• Maintain confidentiality and data security.
• Cross-train on other product lines as needed.

Skills

Remote work experience

Excellent communication

Attention to detail

Education

EA or CPA credential

Tools

TaxAct Platform

Tax software proficiency

Job description

TaxAct is seeking a remote, seasonal 1040 Full Service Xpert to help individuals nationwide file federal and state returns accurately using our secure online platforms. You will interview clients, gather financial information, and e-file tax returns with a focus on compliance and customer service.

Ideal candidates have 3+ years of paid tax preparation, CPT/E-filing experience, and credentialed status (EA/CPA). This is a fully remote, seasonal role with growth and flexible hours.