Virtual Fulfillment Tax Professional

Overview

This role supports clients with diverse tax needs through remote, virtual service. You’ll build client relationships while completing tax return work and providing consultative guidance, supported by an expert team and advanced tax training.

Responsibilities

• Take a consultative approach by understanding clients’ financial goals, identifying potential tax savings, planning the future, and informing clients about available products and services that may assist with their financial objectives
• Establish 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 up to date on tax laws, tools, and technology through ongoing training to improve tax expertise, customer service, and technology skills
• Use digital tools confidently to streamline the tax preparation process and enhance the client experience
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating to enhance client experience and achieve office goals continuously
• Perform other duties as assigned

Required Qualifications

• Three years of tax preparation or review experience required
• Experience with IRS transcripts, amendments, and prior year return identification
• Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration, including the ability to communicate clearly, provide constructive feedback, and engage effectively across digital platforms
• Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to the organization’s client base
• Analytical skills to interpret, assess, and resolve both routine and complex tax situations
• Ability to work effectively in a diverse, collaborative team environment
• High school diploma or equivalent
• Internet speed of at least 15 Mbps

Preferred Qualifications

• Enrolled Agent, Attorney, or CPA designation
• Bachelor’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 may 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 their eligible dependents in medical and prescription drug coverage.
• Associates can participate in the Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associates receive an Associate Tax Prep benefit.

Location

Remote / virtual role.