Why This Role Matters
By meeting clients with deep expertise and genuine empathy, you transform one of the most stressful financial moments of a person's year into an empowering experience.

Mandatory Requirements

• Must live and be legally authorized to work within the US.


• Must have an active 2027 PTIN by start date.


• Visa sponsorship is not available for this role.

• Guide customers through their tax returns in real time, helping them make sense of complex situations and complete their filings accurately.


• Support customers via chat, video, screen share, and phone (up to 100% of your time).


• Assist customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.)


• Research questions using internal tools, IRS resou...