SMB Xpert

TASL TaxAct Admin Services, LLC; United States; Remote; USD 25,000 - 41,000; Part time

Job summary

Taxwell is hiring a remote, seasonal TaxAct SMB Xpert to assist clients filing Form 1065 and Form 1120-S. You will leverage tax expertise and strong communication to guide customers through the online software and ensure accurate tax calculations.

Applicants should have 3+ years of business tax experience, an active EA or CPA credential, and a valid PTIN. Prior call center experience is a plus, and bilingual English/Spanish is beneficial.

Qualifications

• 3+ years of experience preparing federal and state business tax returns (1065/1120-S).
• Active EA or CPA credential required; PTIN required.
• Experience in a call center environment is a plus.

Responsibilities

• Explain tax rules in everyday language for federal/state returns.
• Follow Circular 230, IRC, and state/local rules in tax filing.
• Review tax calculations and resolve customer inquiries.
• Provide accurate information using trustworthy sources and tax software.

Skills

Tax expertise

Customer service

Communication

Bilingual EN/ES

Education

EA or CPA

PTIN holder

Tools

TaxAct software

Online tax software

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. 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 TaxAct SMB Xpert agent, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our Form 1065 and Form 1120-S customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will help TaxAct customers confidently file their taxes by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software. This is a seasonal, virtual, customer-facing role.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Help customers understand, in everyday language, how tax rules apply to their specific tax return filing situation, including the filing of both federal and state tax returns.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice customer inquiries.
• Follow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.
• Overall support of the TaxAct tax preparation related products through phone and written communication, as needed, providing a positive customer experience that instills customer confidence.
• Use discretion and professional judgment to understand which topics may be beyond the TaxAct Xperts' knowledge and/or out of scope.
• Troubleshoot and resolve customer inquiries utilizing defined processes and procedures.
• Conduct tax research leveraging trustworthy sources to ensure the customer is receiving accurate information.
• Identify appropriate data entry points for various forms and tax documents.
• Use applications provided in conjunction with applicable equipment to interact with customers.
• Ability to work in an area free of distractions.
• At times, this role may be required to act as a subject matter expert to provide knowledge and expertise in a specific subject, business, or technical area to answer agent/customer questions.
• May be cross-trained on other product lines in order to support other queues, as needed.
• Additional job duties as needed.

EDUCATION & EXPERIENCE:

• A minimum of 3 years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for a minimum of 20 entities per year, with 30 or more per year preferred.
• Experience preparing business returns of service industry tax entities is preferred.
• Experience with transitioning accounting records and reports to tax returns.
• An active unrestricted credential: Enrolled Agent (EA), or Certified Public Accountant (CPA) required.
• Active PTIN (Preparer Tax Identification Number) required.
• Experience providing support in a call center environment a plus.
• Must be proficient with technology; solid knowledge of computer operations software as well as have experience with online tax software.
• Proven experience conducting tax research leveraging trustworthy sources.
• Able to demonstrate consistent and well-rounded expertise in the preparation of individual income tax returns.
• Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring.
• Exceptional verbal and written communication skills.
• Audit experience a plus (IRS and state tax authorities).
• Prior experience preparing returns using TaxAct a plus.
• Ability to work in a fast-paced environment with minimal supervision.
• Critical thinking, problem-solving, research skills, and determination.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.

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.

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