Tax Specialist

Magnit Global; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Magnit Global is seeking a Tax Expert to act as the front-office lead, guiding clients through the engagement while reviewing returns prepared by others. This role emphasizes advisory skills and relationship-building in a technology-enabled environment.

You will serve as the customer’s primary contact, ensure compliance, and deliver exceptional service throughout the engagement lifecycle, leveraging your CPA/EA/JD credentials and extensive tax knowledge.

Qualifications

• Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD).
• Experience reviewing and signing returns prepared by others.
• Strong written communication with actionable documentation.
• Minimum of two tax seasons, 30 returns per season.
• Experience in a tax firm, CPA firm, public accounting or retail tax prep.
• Valid PTIN.
• Strong knowledge of Form 1040 and related schedules.
• Advisory and relationship-building capabilities.
• Excellent verbal and written communication in a virtual setting.
• Ability to work independently and in a fast-paced environment.

Responsibilities

• Serve as the primary contact throughout the customer engagement.
• Conduct signer reviews for accuracy and compliance of returns prepared by back-office.
• Produce clear Notes to Preparer documentation.
• Communicate with customers via video, audio, and digital tools.
• Provide tax advisory support beyond filing and planning opportunities.
• Perform tax research and use resources to resolve questions.
• Collaborate with front-office, back-office, and quality review teams.
• Maintain knowledge of tax laws and Form 1040-related schedules.
• Pursue continuous learning and professional development.

Skills

CPA/EA/JD credential

Review & sign returns

Advisory skills

Client communication

Virtual client support

Tax research

Independence in fast-paced env

Education

Bachelor's degree preferred in Accounting/Finance/Tax

Job description

The Tax Expert is a credentialed trusted advisor who serves as the front-office lead within a team-of-experts model, working alongside back-office preparers and quality review teams to deliver Full-Service Tax Preparation and Assisted Tax Support.

This role is focused on advisory and relationship-building skills rather than tax preparation volume. The back office manages the mechanical preparation of returns, while the Tax Expert serves as the customer's primary point of contact, helping clients understand their tax situation and guiding them throughout the entire engagement.

This position is ideal for credentialed tax professionals who thrive in fast-paced, technology-enabled environments, take pride in collaborative team outcomes, and are comfortable reviewing, signing, and filing tax returns prepared by others. As a Tax Expert, you will help customers understand their tax situation, exercise strong review judgment on work completed by others, and deliver exceptional client service throughout the engagement lifecycle.

Duties & Responsibilities

• Serve as the primary point of contact throughout the customer engagement, including welcome calls, proactive follow-up, client review discussions, and final delivery of tax outcomes.
• Conduct signer reviews by validating the accuracy and compliance of tax returns prepared by the back-office team, identifying potential errors or omissions, and signing returns as appropriate.
• Produce clear, structured, and actionable "Notes to Preparer" documentation.
• Communicate with customers through video, audio, and digital collaboration tools in a professional and customer-focused manner.
• Provide tax advisory support beyond filing, helping customers understand their tax situation and planning opportunities.
• Conduct tax research and leverage available resources to resolve customer questions accurately and efficiently.
• Collaborate effectively with front-office, back-office, and quality review teams to ensure successful outcomes.
• Maintain strong knowledge of tax laws, tax concepts, and Form 1040-related schedules.
• Demonstrate continuous learning and professional development within the tax field.

Required Qualifications

• Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD) credential.
• Experience reviewing, validating, and signing tax returns prepared by other tax professionals.
• Strong written communication skills with the ability to create clear and actionable documentation.
• Minimum of two tax seasons of paid tax preparation experience, completing at least 30 individual tax returns per season.
• Experience working in a tax firm, CPA firm, public accounting firm, or retail tax preparation environment.
• Valid PTIN.
• Strong knowledge of tax laws, tax concepts, Form 1040, and related tax schedules.
• Proven advisory and relationship-building skills with the ability to explain tax outcomes in a clear, customer-friendly manner.
• Excellent verbal and written communication skills.
• Comfortable using virtual communication and collaboration tools.
• Strong customer service skills in a virtual environment.
• Strong tax research and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Bachelor's degree preferred in Accounting, Finance, Business, Tax, or a related field.
• Tax Advisory & Client Consultation
• Form 1040 Tax Preparation & Review
• Tax Return Sign-Off & Compliance Review
• Tax Research & Analysis
• Customer Relationship Management
• Virtual Client Support
• Attention to Detail
• Problem Solving & Critical Thinking

Preferred Backgrounds

• CPA Firms
• Public Accounting Firms
• Tax Advisory Practices
• Retail Tax Preparation Organizations
• Individual Tax Return Preparation & Review