1040 Full Service Xpert

Role Description

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.

As a remote, seasonal 1040 Full Service Expert, 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 & 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.

Qualifications

• 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.

Requirements

• 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.