1040 Full Service Xpert

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. 

This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.  

POSITION SUMMARY:

As a remote, seasonal 1040 Full Service Xpert, you’ll play a critical role in helping individuals across the U.S. confidently and accurately file their federal and state income tax returns. This is a fully remote position offering flexibility, professional growth, and the opportunity to make a real impact during tax season. This is a seasonal, virtual, customer-facing role. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Major responsibilities of the seasonal 1040 Full Service Xpert position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• 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. 

EDUCATION AND EXPERIENCE:

Who You Are 

• A seasoned tax professional with: 

• 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. 

• A skilled communicator who is: 

• Customer-focused and passionate about helping people. 

• Able to deliver complex information clearly and compassionately. 

• Professional, friendly, and confident in remote client interactions. 

• A 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. 

Required Qualifications 

• 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.  

Preferred Qualifications 

• Experience supporting clients in a 100% remote environment. 

• Prior use of TaxAct platforms. 

• Familiarity with client onboarding and digital documentation workflows. 

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected]  or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.