TaxAct · 1 day ago
Bilingual Spanish TaxAct SMB Xpert (Seasonal Position)
United States
Full-time
Remote
Mid, Senior Level
3+ years expTaxAct is seeking a remote, seasonal Bilingual Spanish TaxAct SMB Xpert agent to provide expert guidance and advice to customers filing federal and state tax returns. The role involves troubleshooting customer inquiries, ensuring accurate tax information, and delivering a positive customer experience in a virtual environment.
CreditFinancial ServicesPersonal FinanceSoftware
Responsibilities
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 Xperts' 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
Qualification
Required
A minimum of 3 years of experience preparing federal and state business tax returns (1065 and/or 1120-S) for a minimum of 20 entities per year
An active unrestricted credential: Enrolled Agent (EA), or Certified Public Accountant (CPA) required
Active PTIN (Preparer Tax Identification Number) required
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
Bilingual (English/Spanish) communication skills (written & spoken) required
Ability to work in an area free of distractions
Ability to work in a fast-paced environment with minimal supervision
Critical thinking, problem-solving, research skills, and determination
Preferred
Experience preparing business returns of service industry tax entities
Experience with transitioning accounting records and reports to tax returns
Experience providing support in a call center environment a plus
Audit experience a plus (IRS and state tax authorities)
Prior experience preparing returns using TaxAct a plus
Experience preparing 30 or more business tax returns per year preferred
Benefits
Work from home
Company
TaxAct
TaxACT develops a tax preparation software that offers guidance and ensures a maximum tax refund.
51-200 employees
H1B Sponsorship
TaxAct has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (11)
2022 (14)
2021 (16)
2020 (13)
Funding
Current Stage
Growth StageTotal Funding
$85MKey Investors
TA Associates
2022-11-01Acquired
2004-12-01Private Equity· $85M
Leadership Team
Alicia Chrapaty
Chief Marketing Officer
Recent News
Company data provided by crunchbase