Tax Specialist

Dexian; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Dexian is seeking a Tax Expert to serve as the front‑office face of the engagement, guiding and reassuring customers while ensuring accuracy of returns prepared by the back office. You will lead client reviews, sign-offs, and handoffs with precision and professionalism.

The role emphasizes advisory skills, documentation, and collaboration across the engagement team, with a focus on quality, efficiency, and customer satisfaction.

Qualifications

• Two tax seasons of paid tax preparation experience; at least 30 returns per season.
• Active PTIN for the 2027 filing year.
• Strong knowledge of tax laws and Form 1040 schedules.

Responsibilities

• Serve as the primary contact across the engagement and deliver the final outcome to the customer.
• Review returns prepared by the back office for accuracy and compliance; sign where appropriate.
• Produce Notes to Preparer documentation for seamless handoffs.
• Utilize government resources and professional tax tools.
• Support the front office, back office, and quality review teams; treat every return as a team outcome.
• Document all customer interactions.
• Meet or exceed KPI metrics for quality, efficiency, and customer satisfaction.

Skills

Reviewing tax returns

Tax knowledge

Research skills

PTIN validity

Attention to detail

Time management

Communication

Education

College degree preferred

Tools

Tax tools

Job description

The Tax Expert is part of a team‑of‑experts’ model, working alongside back‑office preparers and quality review to deliver Full-Service Tax Preparation and Assisted Tax Support to customers. In this model, the Tax Expert is the front‑office face of the engagement — the person hired for advisory and relationship skills first, not prep volume. While strong tax knowledge is essential, this role is fundamentally a customer‑service and review role: guiding, supporting, and reassuring customers, and validating the accuracy of returns prepared by the back office before they go out the door.

Required Credentials:

Candidates must possess at least one of the following credentials:

• Active Certified Public Accountant (CPA) license
• Active Enrolled Agent (EA) credential
• Active Practicing Attorney (Juris Doctor, JD) license

Duties & Responsibilities:

• Serve as the primary point of contact across the engagement, including the welcome call, proactive outreach when a customer goes quiet, the client review call, and delivers the final outcome to the customer.
• Conduct signer review of returns prepared by the back office: validating accuracy and compliance, catching anything that may have been missed, and being willing to sign and file work you did not personally prepare.
• Produce clear, structured "Notes to Preparer" documentation — written handoffs that another expert must be able to act on directly. Precision in writing is as important as tax knowledge in this role.
• Utilize government resources, professional tax tools.
• Support and champion the success of every role in the chain — front office, back office, and quality review — recognizing that every return is a shared team outcome, not a solo work product.
• Document all customer interactions
• Work consistently toward meeting or exceeding company KPI metrics, including quality, efficiency, and customer satisfaction.

Required Skills & Qualifications:

• Comfort and confidence reviewing, validating, and signing tax returns prepared by another preparer
• Minimum two seasons of paid tax preparation experience, with at least 30 completed returns per season (preparation and/or review experience).
• Valid PTIN for the 2027 filing year.
• Strong knowledge of tax laws, tax concepts, and familiarity with Form 1040 and associated schedules.
• Excellent research skills and the ability to quickly locate reliable information using online resources.
• College degree preferred; ideal backgrounds include business, finance, accounting, or taxation.
• Must schedule & work a minimum of 20 hours per week.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.