Tax Associate / Tax Preparer (Seasonal) jobs in United States
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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
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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

Active PTINEnrolled Agent (EA)CPATax preparation experienceTax preparation softwareMS 365 proficiencyCustomer service skillsMultitaskDedicated workspace

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 provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.

Funding

Current Stage
Late Stage

Leadership Team

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Mahfuz Ahmed
Chairman of the Board
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Vikram Motiani
Managing Director
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Company data provided by crunchbase