Help customers get their taxes done right before they ever hit “file.” If you’ve prepared 1040 returns and can guide people through document gathering with clarity and patience, this seasonal role is built for you.
About Taxwell
Taxwell helps everyday Americans get every tax advantage they deserve through tax preparation software that guides customers and supports maximum refunds. TaxAct, part of the Taxwell family, offers do-it-yourself digital tax filing products backed by strong customer support for even complex returns. This role primarily supports TaxAct customers during tax season.
Schedule
- Full-time
- Remote (All States)
- Seasonal role with extended hours during peak tax season (January–April)
- Must have (or be willing to obtain) a private, dedicated hardwired internet connection
What You’ll Do
- Help customers identify and gather the correct tax documents needed to complete their returns
- Answer questions about tax forms, income documents (W-2s, 1099s), deductions, and filing requirements
- Provide clear, friendly support via phone, chat, and email during early-stage return preparation
- Troubleshoot issues using internal tools, IRS resources, and standard procedures
- Use your tax prep knowledge to help customers organize documents for completeness and accuracy
- Share recurring customer questions and document challenges with leadership
- Contribute to improvements in the internal knowledge base and support materials
- Maintain confidentiality and follow compliance and data security standards
- Represent TaxAct professionally and with integrity
- Cross-train on other product lines to support additional queues as needed
- Handle other duties as assigned
What You Need
- Previous experience preparing individual tax returns (Form 1040), including federal and state returns
- Valid PTIN (Preparer Tax Identification Number) issued by the IRS
- Basic knowledge of tax laws and tax concepts
- Strong written and verbal communication skills
- Strong attention to detail and ability to multitask in a high-volume environment
- Critical thinking and problem-solving skills
- Excellent time management and prioritization skills
- Persistence and determination in resolving customer concerns
- Ability to support a positive, collaborative work environment
- Call center support experience (WFH or on-site) is a plus
- Experience with TaxAct or similar tax software is preferred
- Customer service experience in tax, accounting, or finance is preferred
Benefits
- Remote work (all states)
- Supportive, inclusive workplace culture
- Opportunity to use your tax preparation skills to help customers succeed during peak season
Tax season comes fast. If you’ve got a PTIN and real 1040 experience, this is your chance to put it to work helping people get organized and confident before filing.
Bring your tax prep chops and your calm, clear communication—customers will feel the difference.
Happy Hunting,
~Two Chicks…