Senior Virtual Tax Specialist, Seasonal

Overview

This role supports clients and teammates in a virtual, fast-paced environment as a Senior Virtual Tax Specialist. You will provide advanced tax guidance, troubleshoot issues related to the online platform, and help clients complete their tax preparation experience remotely.

Responsibilities

• Support Tier I specialists by answering complex tax and platform-related questions
• Engage with clients via chat and screen share to resolve tax issues and guide them through online tools
• Troubleshoot technical issues and help clients navigate the digital tax preparation experience
• Research and interpret federal and state tax laws, regulations, and procedures
• Use proprietary tools and resources to deliver fast, accurate, and friendly support
• Collaborate with teammates to share best practices and continuously improve the client experience
• Work remotely while staying connected to a supportive, collaborative team
• Help clients feel confident and empowered during tax season

Requirements

• Associate’s degree or equivalent combination of education and experience
• 3+ years of tax experience (including coursework or accounting background)
• 2+ years of customer service experience in a fast-paced environment

Preferred Qualifications

• Strong communication skills—written, verbal, and video—with a keen eye for detail and clarity
• Passion for helping others and simplifying complex topics
• Excellent problem-solving and analytical skills
• Quiet, dedicated workspace and reliable internet connection for remote work

Compensation & Benefits

• Pay range: $21.59 - $32.40/Hr.
• Local minimum wage laws apply.
• Pay decisions may depend on job-related factors such as experience, education, skill, performance, and the geographic location where work is 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; can participate in the 401(k) plan, the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
• Specific benefits may vary by role.

Location

Remote work (work from anywhere), with an expectation of maintaining connection to a team.

Equal Opportunity Employer

Equal Opportunity Employer. Discrimination is not tolerated based on protected characteristics under applicable law.