1040 Full Service Xpert

Taxwell Seasonal 1040 Full Service Expert

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 that aligns with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

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 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.

Education and Experience :

Required Qualifications :

Preferred Qualifications :

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 HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.