Seasonal, Senior Virtual Tax Advisor

Overview

This role involves serving as a Senior Virtual Tax Advisor within a growing team that provides expert tax preparation and personalized advice to clients who have initiated their tax returns. The position is fully remote and requires leveraging tax expertise and strong communication skills to deliver an exceptional client experience.

Responsibilities

• Prepare and review individual tax returns using a secure virtual platform
• Communicate with clients via secure messaging and phone to gather information and provide expert guidance
• Analyze tax documents to ensure returns are accurate, complete, and compliant
• Deliver timely, clear, and helpful responses to client inquiries
• Research complex federal and state tax issues to support accurate filings
• Collaborate with team members and contribute to continuous improvement efforts
• Adapt to new tools, technologies, and responsibilities as they evolve

Requirements

• Bachelor’s degree in accounting, finance, or a related field, or equivalent experience
• Minimum of 3 years of hands-on tax preparation experience
• Strong knowledge of personal tax law, including complex scenarios such as foreign income, rental properties, and small businesses
• Excellent verbal and written communication skills
• Ability to analyze and resolve both routine and complex tax issues
• Comfortable working independently in a virtual environment
• Certification Level 4 or higher (internal) or successful completion of the Tax Knowledge Assessment (external) with a commitment to achieve the required certification level within 90 days
• A quiet, dedicated workspace and reliable internet connection

Preferred Qualifications

• Enrolled Agent (EA), CPA, or Attorney credentials
• Experience with new software tools or participation in pilot programs

Compensation & Benefits

• Pay range: $21.59 - $32.40 per hour (local minimum wage laws apply)
• Individual pay decisions based on experience, education, skill, performance, and geographic location
• Potential eligibility for incentive compensation or short-term incentive plans
• Access to medical and prescription drug coverage for associates and eligible dependents
• Participation in retirement savings plans (401(k))
• Employee Assistance Program
• Virtual fitness center programs
• Associate discount program
• Automatic enrollment in Business Travel Accident Insurance
• Associate Tax Preparation benefit

Location

• Remote position

Equal Opportunity Statement

The employer is an equal opportunity organization and does not tolerate discrimination based on race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions, sex-based stereotypes, and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status, or any other status protected by law.