Taxwell · 2 months ago
1040 Full Service Xpert
United States
Full-time
Remote
Mid Level
3+ years expTaxwell helps everyday Americans get every tax advantage they deserve through their tax preparation software. The 1040 Full Service Xpert will support clients in filing their federal and state income tax returns, providing expert tax advice, and ensuring compliance with relevant regulations.
Enterprise SoftwareSoftwareTax Preparation
Responsibilities
Prepare, review, and e-file individual federal and state income tax returns (Form 1040 series) using our secure online platforms
Interview clients using standardized forms and tools to gather complete and accurate financial information
Communicate directly with clients via secure video and audio platforms to review returns with clients, address questions, and obtain necessary authorizations (e.g., Form 8879 or state equivalents) for e-filing
Request, organize, and manage tax documents, including sending and receiving Form 8879 (or state equivalents) and securely storing all relevant client documentation
Follow defined workflows and procedures to ensure returns are accurately prepared, reviewed, and filed in a timely manner
Provide expert tax advice in plain, everyday language, explaining how tax laws apply to the client’s individual situation
Research complex tax issues using trusted government and industry sources
Ensure compliance with IRS Circular 230, the Internal Revenue Code, Treasury regulations, and all relevant state and local laws
Maintain confidentiality of sensitive personal and financial data at all times
May be cross-trained on other product lines in order to support other queues, as needed
Additional job duties as needed
Qualification
Required
Active, unrestricted Enrolled Agent (EA) or CPA credential
Active PTIN (Preparer Tax Identification Number)
Must be legally authorized to prepare and file taxes in any applicable state(s) where expertise is claimed
Proficiency with commercial tax preparation software; TaxAct Professional experience a plus
Access to a private, quiet workspace with a hardwired, high-speed internet connection meeting company security standards
Must meet all licensing, certification, and bonding requirements applicable to your state of residence
Must have (or be willing to obtain) a private, dedicated hardwired internet connection
3+ years of paid experience preparing federal and state individual income tax returns
Proven experience with e-filing processes and online tax software
Strong working knowledge of IRS Circular 230 and applicable state tax regulations
Customer-focused and passionate about helping people
Able to deliver complex information clearly and compassionately
Professional, friendly, and confident in remote client interactions
Reliable and detail-oriented team player who follows defined workflows and deadlines
Works independently in a fast-paced, virtual environment
Demonstrates sound judgment, confidentiality, and integrity
Preferred
Experience supporting clients in a 100% remote environment
Prior use of TaxAct platforms
Familiarity with client onboarding and digital documentation workflows
Company
Taxwell
Taxwell is a digital tax filing platform that offers tax preparation software solutions.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase