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   s eek   to build a team of experts in tax and technology who   are customer advocates   and have the mindset to   reimagin e   the services our customers receive.     POSITION SUMMARY: As a remote , seasonal   TaxAct   X pert , you will play   an important role   in delivering a delightful experience that   seeks   to unlock tax advantages for our customers by   leveraging   your tax   expertise   and exceptional communication   and   interpersonal   skills.   You   will   help   TaxAct   customers   confidently file   their   taxes   by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software.   This is a   seasonal , virtual , and customer -facing role.   ESSENTIAL DUTIES AND RESPONSIBILITIES: Major   responsibilities of the   seasonal   TaxAct   X pert   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.   Help   customers   understand,   in   everyday   language,   how   tax   rules   apply   to   their   specific   tax return filing situation, including the filing of both federal and state tax returns.   Apply   defined   practices,   procedures,   and   company   policies   to   troubleshoot   and   resolve   tax   advice   customer inquiries.   Follow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.   Overall support of the TaxAct   tax preparation related   products through phone   and written communication,   as   needed,   providing a positive customer experience   that instills customer confidence.   Use   discretion   and   professional   judgment   to   understand   which   topics   may   be   beyond   the   TaxAct   X perts' knowledge and/or out of scope.   Troubleshoot   and   resolve   customer   inquiries   utilizing   defined   processes   and   procedures.   Conduct   tax   research   leveraging   trustworthy   sources   to   ensure   the   customer   is   receiving   accurate information.   Identify   appropriate   data   entry   points   for   various   forms   and   tax   documents.   Use   applications   provided   in conjunction with applicable equipment   to   interact   with   customers.   Ability to work in an area free of distractions.   At times, this role may be   required   to act as a subject matter expert to provide knowledge and   expertise   in a specific subject, business, or technical area to answer agent/customer questions.   May be   cross-trained   on other product lines   in order to   support other queues, as needed.   Additional   job duties as needed.   EDUCATION AND EXPERIENCE: A minimum of 3 years of experience preparing federal individual income tax returns as a service for other taxpayers.   Must   possess   strong tax preparation experience and extensive knowledge of tax laws.   An active unrestricted credential: Enrolled Agent (EA), or Certified Public Accountant (CPA)   required .    Active PTIN (Preparer Tax Identification Number)   required .    Experience providing support in a call center   environment   a plus.   Must be proficient with technology; solid knowledge of computer operations software as well   as have   experience with online tax software.   Proven experience conducting tax research   leveraging   trustworthy sources.   Able to   demonstrate   consistent and well-rounded   expertise   in the preparation of individual income tax returns.   Strong customer service skills – ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring.   Exceptional verbal and written communication skills .     Audit experience   a plus   (IRS and state tax authorities).   Prior experience preparing returns using   TaxAct   a plus.   Ability to work in a fast-paced environment with minimal supervision.   Critical thinking, problem-solving, research skills, and determination.   Bilingual (English/Spanish) communication skills (written & spoken) a plus.   Must have (or be willing to obtain) a private, dedicated hardwired internet connection.    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 opportu