Virtual Tax Preparer

Overview

This seasonal role is for an experienced Virtual Tax Preparer. Responsibilities include reviewing, approving, and filing tax returns prepared from data collected at off-site locations, ensuring accuracy and completeness prior to final submission. The position is non-customer-facing and is ideal for detail-oriented tax professionals with strong analytical skills.

The virtual tax preparer will collaborate closely with Customer Service Representatives to address escalated tax-related inquiries from off-site locations.

Responsibilities

• Review, prepare, and file tax returns to ensure accuracy, completeness, and compliance with tax laws and regulations.
• Collaborate with Customer Service Representatives to address and resolve escalated tax-related inquiries from off-site locations, including discrepancies or incomplete information on tax returns.
• Maintain up-to-date knowledge of current tax laws, regulations, and best practices.
• Use company-provided software to access, review, and file tax return data efficiently.
• Ensure all tax returns meet company quality standards and are prepared for final submission.
• Participate in continuous improvement of review processes and contribute feedback during team meetings.

Requirements

• Minimum of 2 years of experience in tax preparation or a related field.
• In-depth knowledge of federal and state tax laws and regulations.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Proficiency with Microsoft Office Suite (Teams, Word, Excel, Outlook).
• Ability to work in a fast-paced, deadline-driven environment.
• Reliable internet connection and ability to maintain a secure, distraction-free workspace.
• Willingness to work seasonal hours, including evenings and weekends as needed.
• Must have PTIN or eligible to receive.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Not specified.

Location

• Hurst, Texas
• Virginia Beach, Virginia
• Remote

Work Environment / Physical Demands

• Job requires sitting at a desk and working on a computer for extended periods.
• Use of a headset or other communication devices may be necessary for effective collaboration with team members.

Additional Information

• This job description is not an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions.
• The employer reserves the right to revise job functions and duties or require additional or different tasks based on business needs.
• Equal opportunity employer.