Seasonal, Virtual Tax Professional

Overview

This role joins a virtual team of Tax Specialists who help clients complete their individual tax returns through a convenient online experience. Responsibilities include preparing accurate tax returns, communicating with clients throughout the process, and providing clear, helpful guidance based on each client’s situation.

You will combine tax knowledge, client service, and technology to deliver a smooth, dependable experience for clients who begin their tax journey online.

Responsibilities

• Prepare accurate individual tax returns
• Communicate with clients throughout the tax preparation process
• Provide clear, helpful guidance based on each client’s circumstances
• Review client information, identify inconsistencies, and prepare accurate returns
• Explain tax information in language clients can understand
• Use virtual platforms and tax software to support the client experience
• Maintain strong organizational and time management to manage workload

Required Qualifications

• Education:
  • High school diploma or equivalent
  • Successful completion of required tax knowledge assessments, certifications, and continuing education
  • Working knowledge of individual federal and state tax concepts
• Work Experience:
  • 1 - 3 years of tax preparation experience
  • Internet speed of at least 15 Mbps
  • Ability to learn and work effectively with virtual platforms, tax software, and evolving technology
  • Ability to review information, identify inconsistencies, and prepare accurate returns
• Skills:
  • Strong verbal and written communication skills
  • Good organizational and time management skills

Preferred Qualifications

• Experience providing customer service through telephone, video, chat, or secure messaging
• Experience working in a fast-paced or production-based environment
• Familiarity with virtual tax preparation tools
• Experience using artificial intelligence or other digital productivity tools

Compensation & Benefits

• Pay Range: $21.59 - $32.40/Hr.
• Local minimum wage laws apply.
• Pay decisions may depend on job-related factors including experience, education, skill, performance, and geographic location.
• 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.

Benefits (Qualifying Associates)

• Can enroll themselves and/or eligible dependents in medical and prescription drug coverage
• Can participate in the Employee Assistance Program
• Can participate in the Retirement Savings Plan (401(k) Plan)
• Associate discount program
• (Virtual) fitness center program(s)
• Automatically enrolled in Business Travel Accident Insurance
• Associate Tax Prep benefit