Seasonal, Virtual Partnerships Tax Professional

Overview

This Seasonal, Virtual Partnerships Tax Professional role supports high-value clients in a virtual setting by providing personalized tax expertise and an exceptional client experience. The position involves working with complex tax situations, delivering proactive tax guidance and planning insights, and maintaining accuracy and confidentiality while handling sensitive financial information.

Responsibilities

• Serve as a trusted tax advisor to high-value clients within the Premium Partnership Program, delivering personalized service and an exceptional virtual client experience.
• Prepare and review complex individual tax returns involving:
  • K-1 partnerships
  • S-corporations
  • Multi-state filings
  • Rental real estate
  • Self-employment income
  • Investments
  • Trusts and estates
  • High-net-worth tax situations
• Provide proactive tax planning guidance and clearly explain tax implications to help clients make informed decisions.
• Build lasting client relationships through timely communication, consultative support, and responsive follow-up throughout the tax preparation process.
• Navigate advanced tax scenarios including stock compensation (RSUs and stock options) and other complex income structures.
• Research complex tax matters and develop accurate, tailored solutions based on each client’s needs.
• Maintain the highest standards of accuracy, confidentiality, and attention to detail when handling sensitive financial information.
• Stay current on tax laws, regulations, and internal tools through ongoing training and professional development.
• Collaborate with peers and tax experts to share knowledge and continuously enhance the client experience.

Required Qualifications

• Three years of tax preparation or review experience required.
• A bachelor’s degree in accounting, finance, or a related field is preferred; equivalent education and practical experience will also be considered.
• Experience with IRS transcripts, amendments, and prior year return identification.
• Exceptional verbal and written communication skills, with strong emphasis on virtual collaboration, including the 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.
• High school diploma or equivalent.

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.
• Eligible associates can participate in the Retirement Savings Plan (401(k) Plan), Employee Assistance Program, (virtual) fitness center programs, and an associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associate Tax Prep benefit is available.

Location

This is a Virtual role.