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 by understanding their financial goals and offering tailored tax advice and services.

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 with clients through empathy, active listening, and commitment to their 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 to ensure accurate service and pursue ongoing training to improve tax expertise, customer service, and technical skills.
• Utilize digital tools confidently to streamline the tax preparation process and enhance client experience.
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating to improve client experience and achieve office goals.

Required Qualifications

• Minimum of three years of tax preparation or review experience.
• Experience with IRS transcripts, amendments, and prior year return identification.
• Exceptional verbal and written communication skills, especially for virtual collaboration across digital platforms.
• Strong knowledge of tax law with the ability to explain personal tax concepts relevant to the client base.
• Analytical skills to interpret, assess, and resolve routine and complex tax situations.
• Ability to work effectively in a diverse, collaborative team environment.
• High school diploma or equivalent; a bachelor’s degree in accounting, finance, or a related field is preferred but not required if equivalent education and practical experience are demonstrated.

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 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 a retirement savings plan (401(k)).
• Employee assistance program.
• Virtual fitness center programs.
• Associate discount program.
• Automatic enrollment in business travel accident insurance.
• Associate tax preparation benefit.

Location

This is a remote position serving clients virtually.