SMB Full Service Xpert

TASL TaxAct Admin Services, LLC; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Taxwell seeks a remote, seasonal SMB Full Service Xpert to prepare and e-file Form 1120-S and Form 1065 for small to mid-sized businesses. You will interview clients, manage digital documents, and coordinate the filing process with secure channels.

Strong EA/CPA credentials and TaxAct Pro experience are required; effective communication and strict data confidentiality are essential for success during tax season.

Qualifications

• Active EA or CPA credential required.
• 3+ years of hands-on experience preparing Forms 1120-S and 1065 for small or mid-sized businesses.
• Deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements.
• Experience with e-filing and digital client management.
• Proficient with TaxAct Pro software and digital communication platforms.
• Ability to research federal and state business tax issues accurately.
• Must have or be willing to obtain a private, dedicated hardwired internet connection.

Responsibilities

• Prepare, sign, and e-file federal and state business income tax returns, including Forms 1120-S, 1065, and related schedules.
• Conduct structured client interviews to gather relevant financial information and documentation for accurate tax preparation.
• Manage digital documentation workflows, including requesting, uploading, organizing, and securely storing business tax documents.
• Coordinate return progress and status updates using secure communication tools to keep clients informed at each stage of the filing process.
• Review returns with clients, address questions, and obtain necessary authorizations for e-filing.
• Perform tax research on complex issues using reliable federal and state resources.
• Apply appropriate business tax strategies, ensuring accuracy and compliance with current tax laws and regulations.
• Maintain confidentiality and ensure the security of all sensitive client data.
• Use company-provided software and tools to interact with clients and manage workflow efficiently.

Skills

Tax preparation experience

Form 1120-S & 1065 know-how

Multi-state filing

Client communication via phone/video

Education

Active EA or CPA credential

Active PTIN

Tools

TaxAct Pro software

Digital communication platforms

Job description

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.

We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Position Summary:

As a remote, seasonal SMB Full Service Xpert, you’ll play a critical role in helping small and medium-sized business clients with the accurate preparation and e-filing of S Corporation (Form 1120-2) and Partnership (Form 1065) tax returns. This is a fully remote position offering flexibility, professional growth, and the opportunity to make a real impact during tax season. This is a remote, seasonal position offering meaningful client engagement and a chance to support entrepreneurs and business owners through the complexities of entity-level tax filing.

Essential Duties & Responsibilities:

Major responsibilities of the seasonal SMB Full Service Xpert position are listed below.

To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare, sign, and e-file federal and state business income tax returns, including Forms 1120-S, 1065, and related schedules.
• Conduct structured client interviews to gather relevant financial information and documentation for accurate tax preparation.
• Manage digital documentation workflows, including requesting, uploading, organizing, and securely storing business tax documents.
• Coordinate return progress and status updates using secure communication tools to keep clients informed at each stage of the filing process.
• Review returns with clients, address questions, and obtain necessary authorizations (e.g., Form 8879 or state equivalents) for e-filing.
• Perform tax research on complex issues using reliable federal and state resources.
• Apply appropriate business tax strategies, ensuring accuracy and compliance with current tax laws and regulations.
• Maintain confidentiality and ensure the security of all sensitive client data.
• Use company-provided software and tools to interact with clients and manage workflow efficiently.
• Follow all applicable federal and state regulatory requirements, including those under IRS Circular 230.
• May be cross-trained on other product lines in order to support other queues, as needed.
• Additional job duties as needed.

Education & Experience:

Who You Are

• A business tax professional with: 3+ years of hands-on experience preparing Forms 1120-S and 1065 for small or mid-sized businesses.
• A deep understanding of partnership taxation, S Corp rules, and multi-state filing requirements.
• Experience with e-filing and digital client management.
• A skilled communicator who: Provides clear, practical explanations of complex tax concepts.
• Is comfortable interacting with business clients via phone, video, and secure messaging tools.
• A dependable, detail-oriented team player who: Works well independently and meets deadlines.
• Follows defined procedures and maintains high standards for accuracy and professionalism.

Required Qualifications

• Active, unrestricted Enrolled Agent (EA) or CPA credential.
• Active PTIN (Preparer Tax Identification Number).
• Proven expertise in preparing S Corporation and Partnership returns.
• Ability to research federal and state business tax issues accurately.
• Proficient with TaxAct Pro software and digital communication platforms.
• Access to a private, secure work environment and a hardwired, high-speed internet connection.
• Must meet any state-specific licensing, certification, or bonding requirements.
• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.

Preferred Qualifications

• Familiarity with multi-state business filings.
• Experience with Schedule K-1 preparation and reconciliation.
• Prior use of TaxAct platforms.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees.

As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment.

At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law.

Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [e-mail] or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.

Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software's comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients.

Applicant Privacy Notice