Seasonal, Virtual Fulfillment Tax Professional

Overview

This role supports clients remotely as an experienced Virtual Tax Professional. Responsibilities include building client relationships, delivering tax services for a range of tax needs, and completing work in compliance with IRS regulations and company standards, with support from an expert team and advanced tax training.

Responsibilities

• Take a consultative approach by understanding clients’ financial goals, identifying potential tax savings, planning the future, and informing clients about available products and services that may assist their objectives
• Establish rapport and trust by demonstrating empathy, active listening, and a sincere commitment to clients’ financial well-being
• Conduct tax interviews to support retail and DIY online clients using virtual tools (video, phone, chat, email)
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and company standards
• Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments
• Provide ethical, credible advice regardless of client suggestions
• Handle sensitive information with confidentiality and integrity
• Stay current on tax laws, tools, and technology through ongoing training to improve tax expertise, customer service, and technology skills
• Use digital tools confidently (video, phone, chat, email, and related platforms) to streamline tax preparation and enhance the client experience
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals
• Perform other duties as assigned

Required Qualifications

• Three years of tax preparation or review experience required
• High school diploma or equivalent
• Internet speed of at least 15 Mbps
• Experience with IRS transcripts, amendments, and prior year return identification
• Exceptional verbal and written communication skills, with strong emphasis on virtual collaboration (ability to communicate clearly, provide constructive feedback, and engage effectively across digital platforms)
• Strong knowledge of tax law, including the ability to explain personal tax concepts relevant to the client base
• Analytical skills to interpret, assess, and resolve both routine and complex tax situations
• Ability to work effectively in a diverse, collaborative team environment
• A bachelor’s degree in accounting, finance, or a related field is preferred; equivalent education and practical experience will also be considered

Preferred Qualifications

• Enrolled Agent, Attorney, or CPA designation
• Master’s degree in accounting, Finance, or a related field

Compensation & Benefits

• Pay range: $21.59 - $32.40/Hr.
• Local minimum wage laws apply.
• Pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
• Qualifying associates can enroll themselves and/or eligible dependents in medical and prescription drug coverage; participate in the Retirement Savings Plan (401(k)), Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive an Associate Tax Prep benefit.

Location

Remote (virtual) role.