Seasonal, Second Look Virtual Tax Professional

Overview

This role involves serving clients remotely as an experienced Virtual Tax Professional, providing expert tax preparation and consultation. The position requires building strong client relationships, understanding diverse tax needs, and delivering accurate tax services with the support of an expert team and advanced training.

Responsibilities

• Take a consultative approach to understand clients' financial goals, identify potential tax savings, and inform clients about relevant financial products and services
• Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
• Conduct tax interviews using virtual tools such as video, phone, chat, and email to support retail and DIY online clients
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and organizational standards
• Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments
• Provide ethical and credible tax advice regardless of client suggestions
• Handle sensitive information with confidentiality and integrity
• Stay current with tax laws, tools, and technology; pursue ongoing training to enhance tax expertise, customer service, and technical skills
• Utilize digital tools confidently to streamline tax preparation and improve client experience
• Collaborate with team members to share knowledge, support peers, and continuously enhance client service and office goals
• Perform other duties as assigned

Requirements

• Minimum of three years of tax preparation or review experience
• Experience with IRS transcripts, amendments, and prior year return identification
• Strong verbal and written communication skills, especially for virtual collaboration across digital platforms
• Solid knowledge of tax law with the ability to explain personal tax concepts relevant to the client base
• Analytical skills to interpret and resolve routine and complex tax situations
• Ability to work effectively in a diverse, collaborative team environment
• High school diploma or equivalent
• Internet speed of at least 15 Mbps

Preferred Qualifications

• Enrolled Agent, Attorney, or CPA designation
• Bachelor’s or Master’s degree in accounting, finance, or a related field (preferred but not required)

Compensation & Benefits

• Pay range: $21.59 - $32.40 per hour, subject to local minimum wage laws and individual factors such as experience, education, skill, performance, and work location
• Eligibility to participate in incentive compensation or short-term incentive plans
• Access to medical and prescription drug coverage for employees and eligible dependents
• Participation in retirement savings plans (401(k))
• Employee assistance programs and virtual fitness center programs
• Associate discount program
• Business travel accident insurance
• Associate tax preparation benefit

Location

This is a remote position requiring reliable internet connectivity with a minimum speed of 15 Mbps.