Tax Preparation Associate

Overview

This entry-level position is for a Remote Tax Preparation Specialist. The role involves assisting clients with tax preparation and document collection while providing excellent customer service in a fully remote environment.

Responsibilities

• Assist clients with tax preparation and gathering necessary documents
• Communicate effectively with clients to provide support and service
• Complete required training and adhere to established tax preparation procedures
• Maintain client confidentiality and ensure compliance with relevant regulations
• Build and expand a client base over time

Requirements

• High school diploma or GED
• Strong communication, organizational, and computer skills
• Ability to work independently in a remote setting
• Customer service or sales experience is advantageous
• Prior tax preparation experience is a plus but not required

Compensation & Benefits

• Fully remote work
• Flexible scheduling
• Training and mentorship provided
• Commission-only pay structure with a 70/30 commission split (no base salary)
• Opportunities for professional development and career growth

Location

• Remote