Tax Associate / Tax Preparer (Seasonal)

Job Title: Tax Associate / Tax Preparer
Location: 100% Remote
Contract: Initial 3-month contract with potential extension

Job Overview

We are seeking experienced, credentialed Tax Experts to provide high-quality support to customers using a virtual full-service tax preparation platform. This role includes video, phone, and chat support, assisting customers with tax return preparation, handling complex tax questions, and providing an excellent customer experience. This is a high-volume, call-center-style position requiring strong technical skills, tax expertise, and the ability to manage multiple systems simultaneously.

This is always a camera-on role - no exceptions.

Responsibilities

• Provide exceptional customer support through video, phone, and chat
• Assist customers in preparing their tax returns
• Navigate multiple applications, job aids, and research tools to address complex tax questions
• Deliver an excellent customer experience using tax knowledge and research skills
• Resolve customer inquiries promptly and professionally
• Document all customer interactions thoroughly
• Participate in required training programs
• Provide typing and chat support as needed
• Meet and maintain weekly KPI standards to remain in good standing
• Manage high-volume inbound calls, video sessions, and chats in a call-center-like environment
• Work hours vary weekly based on demand (2-25 hrs./week during season; 30+ hrs./week during April peak)
• Overtime is not approved unless specifically authorized

Required Qualifications

• Must pass the Full-Service Glider Assessment
• Active PTIN (must provide proof)
• Active Enrolled Agent (EA) or CPA credential
• Must live and work inside the United States (no exceptions)
• Minimum 2+ years of tax preparation experience and 60+ individual returns
• Experience with tax preparation software
• Ability to navigate multiple software tools and systems




• Including tax software, MS 365 (Teams, Outlook, Word, Excel)




• Dedicated workspace free from distractions
• Hard-wired Ethernet connection required (no Wi-Fi, hotspots, satellite, or Wi-Fi box connections permitted)

Assessment Process (Glider)

Candidates meeting basic qualifications will receive a Full-Service Glider Assessment, which includes:

• Internet speed/ethernet verification
• Customer service questions
• Customer service video response
• Tax filing simulation
• Full-Service Level 1 (Required): Filing Status, Dependents, CTC, Multi-State, W-2 Income
• Full-Service Level 2 (Required): Itemized Deductions, Retirement Income
• Full-Service Level 3 (Optional): ESPP, K-1, Rentals, Crypto
• Full-Service Level 4 (Optional): Self-Employment Income

Training & Expectations

• Paid training provided
• Must complete tax training, security compliance training, and internal assessments before servicing customers
• You must pass the internal assessment within 3 attempts to remain on assignment

Internet & Equipment Requirements

• Use a hard-wired Ethernet connection (no Wi-Fi acceptable)
• Use cable, fiber, or DSL with minimum speeds of 5 Mbps upload / 3 Mbps download / 150 ms latency
• Not use hotspots, smartphones, MiFi/Jetpack, proxies, or non-approved VPNs
• Not access systems from outside the United States

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.