Tax Preparer

Tax Expert

providing trusted tax guidance for individual and small business customers through virtual support channels.

Key Responsibilities

• Analyze individual and small business tax situations to deliver accurate, customer-focused guidance.
• Prepare, review, and validate tax returns.
• Resolve complex tax questions using up-to-date IRS knowledge and best practices.
• Use data-driven, cloud-based tools to support recommendations and maximize outcomes.
• Collaborate with cross-functional teams, share insights, and contribute to product and solution improvements.
• Continuously learn, stay current on tax regulations, and support an inclusive team environment.

Qualifications & Skills

• Strong understanding of IRS regulations and tax preparation/review processes.
• Ability to interpret complex tax scenarios and provide clear guidance.
• Proficiency with cloud-based, data-driven tax tools and documentation.
• Excellent communication and problem-solving skills for virtual customer support.
• Collaborative mindset and willingness to share insights with product teams.