Tax Expert EA/CPA/JD REMOTE (Seasonal) Job Listing at JDA TSG in United States of America (Job ID 1208)

Description

Overview

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 be EA, CPA, or Practicing Attorney 
• 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 resources, and AI-supported systems.
• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.
• Consistently meet clear performance and customer experience expectations. 

• You are a credentialed tax professional who measures success by the trust you build.
• You bring 2+ seasons of professional tax experience.
• You hold an active, unrestricted credential (EA, CPA, or Practicing Attorney). 
• You have an active Preparer Tax Identification Number (PTIN).
• You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• You can translate complex tax concepts into clear simple guidance.
• You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• You maintain high customer service standards under pressure.
• You have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection. 

• $35/hour + benefits, including 401(k) with company match, employee perks, and additional incentives

• Seasonal role, January through April 16, 2027

• Flexible scheduling, 7 days/week

• Up to 20 hrs/wk on average, with additional hours available during peak periods

• Company-provided laptop for the duration of your employment 

We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.

• You are a credentialed tax professional who measures success by the trust you build.
• You bring 2+ seasons of professional tax experience.
• You hold an active, unrestricted credential (EA, CPA, or Practicing Attorney). 
• You have an active Preparer Tax Identification Number (PTIN).
• You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• You can translate complex tax concepts into clear simple guidance.
• You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• You maintain high customer service standards under pressure.
• You have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection. 

• 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 resources, and AI-supported systems.
• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.
• Consistently meet clear performance and customer experience expectations.