Virtual Tax Professional, Virtual Partnerships

Overview

This role supports clients remotely by delivering tax preparation and guidance with the backing of an expert team and advanced tax training. You’ll build lasting client relationships through consultative conversations, clear communication, and accurate completion of tax returns.

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 support their objectives
• Build rapport and trust using empathy, active listening, and a genuine commitment to clients’ financial well-being
• Conduct tax interviews to support retail and DIY online clients using virtual tools (video, phone, chat, and email)
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and organization 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 technology skills
• Use digital tools (video, phone, chat, email, and related platforms) to streamline tax preparation and enhance the client experience
• Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals
• Perform other duties as assigned

Required Qualifications

• Three years of tax preparation or review experience required
• High school diploma or equivalent
• 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
• 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.
• Pay decisions 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.
• Participation options include the retirement savings plan (401(k)), 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.