Dexian · 6 days ago
Tax Associate / Tax Preparer (Seasonal)
Dexian is a leading technology and professional staffing company with a global presence. They are seeking experienced Tax Experts to provide high-quality support to customers using a virtual tax preparation platform, assisting with tax return preparation and complex tax questions while ensuring an excellent customer experience.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Responsibilities
Provide exceptional customer support through video, phone, and chat
Assist customers in preparing their tax returns
Navigate multiple applications, job aids, and research tools to address complex tax questions
Deliver an excellent customer experience using tax knowledge and research skills
Resolve customer inquiries promptly and professionally
Document all customer interactions thoroughly
Participate in required training programs
Provide typing and chat support as needed
Meet and maintain weekly KPI standards to remain in good standing
Manage high-volume inbound calls, video sessions, and chats in a call-center-like environment
Work hours vary weekly based on demand (2-25 hrs./week during season; 30+ hrs./week during April peak)
Overtime is not approved unless specifically authorized
Qualification
Required
Must pass the Full-Service Glider Assessment
Active PTIN (must provide proof)
Active Enrolled Agent (EA) or CPA credential
Must live and work inside the United States (no exceptions)
Minimum 2+ years of tax preparation experience and 60+ individual returns
Experience with tax preparation software
Ability to navigate multiple software tools and systems
Including tax software, MS 365 (Teams, Outlook, Word, Excel)
Dedicated workspace free from distractions
Hard-wired Ethernet connection required (no Wi-Fi, hotspots, satellite, or Wi-Fi box connections permitted)
Preferred
Full-Service Level 3 (Optional): ESPP, K-1, Rentals, Crypto
Full-Service Level 4 (Optional): Self-Employment Income
Benefits
Paid training provided
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
Funding
Current Stage
Late StageRecent News
2025-11-19
Company data provided by crunchbase