Remote 1040 Tax Expert – Seasonal

TAXWELL; Oregon; Hybrid; USD 30,000 - 47,000; Full time

Job summary

Taxwell is seeking a remote, seasonal 1040 Full Service Xpert to help individuals file federal and state returns across the U.S. This fully remote role offers flexibility, professional growth, and meaningful impact during tax season.

The ideal candidate has 3+ years of federal/state tax preparation experience, active EA or CPA credentials, and PTIN. Strong knowledge of IRS Circular 230 and state regulations is required, with excellent client communication skills in a remote setup.

Qualifications

• 3+ years of paid experience preparing federal and state individual income tax returns.
• Experience with e-filing processes and online tax software is required.
• Familiarity with IRS Circular 230 and state tax regulations is important.

Responsibilities

• Prepare and e-file federal and state returns (Form 1040 series) using secure online platforms.
• Interview clients using standardized forms to gather complete financial information.
• Review returns with clients via secure video/audio platforms and obtain required authorizations.
• Manage tax documents and secure storage of client documentation.
• Follow defined workflows to ensure returns are prepared, reviewed, and filed timely.
• Provide clear tax advice in plain language and explain tax laws to clients.

Skills

Client-focused communication

Tax software proficiency

Remote collaboration

Education

EA or CPA credential

PTIN

Authorized to file taxes in applicable states

Tools

TaxAct Platform

Job description

Taxwell is seeking a remote, seasonal 1040 Full Service Xpert to help individuals file federal and state returns across the U.S. This fully remote role offers flexibility, professional growth, and meaningful impact during tax season.

The ideal candidate has 3+ years of federal/state tax preparation experience, active EA or CPA credentials, and PTIN. Strong knowledge of IRS Circular 230 and state regulations is required, with excellent client communication skills in a remote setup.