Overview
This role involves supporting clients by providing virtual tax services and building long-term client relationships. You’ll work remotely with diverse client needs, supported by an expert team and advanced tax training.
Responsibilities
- Take a consultative approach by understanding clients’ financial goals, identifying potential tax savings, planning for the future, and informing clients about available tax products and services that may help meet their objectives
- Build rapport and trust through 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 organizational 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; pursue ongoing training to improve tax expertise, customer service, and technical skills
- Use digital tools confidently to streamline the tax preparation process and enhance the client experience
- Support a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to achieve office goals
- Other duties as assigned
Requirements
- Three years of tax preparation or review experience
- High school diploma or equivalent
- Experience with IRS transcripts, amendments, and prior year return identification
- Exceptional verbal and written communication skills, with strong emphasis on virtual collaboration (clear communication, constructive feedback, effective engagement across digital platforms)
- Strong knowledge of tax law, including the ability to explain personal tax concepts relevant to clients
- Analytical skills to interpret, assess, and resolve routine and complex tax situations
- Ability to work effectively in a diverse, collaborative team environment
- 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.
- Individual 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.
- Options include: 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 provided.
Location
Remote/virtual role.