Remote Seasonal Tax Support Pro

Taxwell; United States; Remote; USD 28,000 - 34,000; Full time

Job summary

Taxwell is seeking a remote, seasonal Full Service Support professional to help customers gather and prepare tax documents for accurate filing. You will assist clients during the document collection and preparation phase of their returns via phone, chat and email.

Candidates must have prior tax preparation experience and a valid PTIN. This role offers flexible hours during peak tax season and supports delivering an excellent customer experience.

Qualifications

• Previous experience preparing individual tax returns (Form 1040), including federal and state returns.
• Valid PTIN issued by the IRS.
• Excellent written and verbal communication skills.
• Strong attention to detail with the ability to multitask effectively.
• Demonstrated persistence and problem-solving skills.
• Ability to work extended hours during peak tax season (January–April).

Responsibilities

• Assist customers in identifying and gathering the appropriate tax documents needed to complete their returns.
• Answer questions related to tax forms, income documents (W-2s, 1099s, etc.), deductions, and filing requirements.
• Provide clear, professional, and friendly support via phone, chat and email during the early stages of tax return preparation.
• Troubleshoot issues and offer guidance using internal tools, IRS resources, and standard procedures.
• Leverage prior tax preparation knowledge to help customers ensure they are compiling accurate and complete information.
• Communicate recurring questions or document-related challenges to management.
• Contribute to updates and improvements in the internal knowledge base and support materials.
• Maintain confidentiality and adhere to all compliance and data security standards.
• Uphold a professional image and represent TaxAct with integrity and care.

Skills

Tax preparation

PTIN

Communication

Multitasking

Time management

Call center experience

Tools

TaxAct

Job description

Taxwell is seeking a remote, seasonal Full Service Support professional to help customers gather and prepare tax documents for accurate filing. You will assist clients during the document collection and preparation phase of their returns via phone, chat and email.

Candidates must have prior tax preparation experience and a valid PTIN. This role offers flexible hours during peak tax season and supports delivering an excellent customer experience.