Tax Expert Lead - Temporary

Candidates must possess an active EA or CPA credential and a valid PTIN. A minimum of 5 years of paid individual tax preparation experience is required, with at least 30 returns prepared in each of the last two tax seasons. Prior leadership, training, or mentorship experience in a tax preparation environment is preferred, especially if remote. Proven experience reviewing tax returns prepared by other professionals is essential. Expert knowledge of U.S. tax law, including complex returns, is necessary. Strong proficiency with professional tax software and comfort troubleshooting technical issues are required. Excellent written and verbal communication skills are a must. Experience working virtually with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools is preferred. A self-starter mindset, comfort with change, and eagerness to learn are important.