Tax Expert (Reviewer) - Seasonal

About the role

The company is looking for credentialed Tax Experts (Reviewer) who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you’ll prepare tax returns and give tax advice to clients using the company’s professional tax services, which are embedded in our financial partners’ sites. You’ll be a part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver. This is a full time, US based position running from February 1st through the company 30th, 2027. Sound like you? Let’s change how taxes get done.

Key responsibilities

• Review individual and business tax returns prepared by tax preparers, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations

• Comfortable using AI-enabled review tools as part of the workflow, with demonstrated ability to adapt to evolving review processes while applying sound judgment informed by professional experience.

• Conduct detailed quality assurance checks, identifying errors, inconsistencies, or optimization opportunities and providing clear corrections or guidance

• Oversee the finalization of tax filings, including sign-off/approval of returns prior to e-filing submissions and re-efiling after capturing and fixing rejection errors for timely acceptance of returns

• Handle complex or escalated tax situations, applying professional judgment and collaborating with internal experts as needed to resolve issues

• Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices to improve overall team quality and consistency

• Maintain strong client experience by addressing key tax-related questions, clarifications, or escalations in a clear and professional manner when needed

• Share recurring issues, process gaps, and product feedback with leadership and product teams to continuously improve tools, workflows, and overall filing accuracy and efficiency

Experience

• Active EA or CPA credential and a valid PTIN

• 5+ years of paid individual tax prep experience, including at least 60-90+ returns prepared in each of the last two tax seasons with strong preference for remote work experience

• 2+ years experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, including multi-state, self-employment, rental, and investment income

• Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology

• Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools

• Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers

• Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About the company

The company is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, the company’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, the company’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, the company helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.