Virtual Tax Specialist, Seasonal

Overview

This is a remote, seasonal opportunity for a Virtual Tax Support Specialist. The role supports do-it-yourself clients by answering tax questions and guiding customers through digital tax preparation tools during tax season.

Responsibilities

• Engage with clients primarily through chat and approved digital support tools to answer tax-related questions.
• Help clients navigate online tax preparation tools.
• Provide clear, supportive guidance to help clients feel confident and empowered.
• Research federal and state tax laws to provide accurate, up-to-date information.
• Use proprietary tools and resources to deliver support.
• Collaborate with a remote team of tax professionals to share insights, solve problems, and improve the client experience.
• Escalate complex tax situations to advanced support teams when appropriate.
• Manage multiple conversations, systems, and knowledge resources in a fast-paced virtual environment.
• Adapt to new challenges and opportunities as they arise.

Requirements

• Demonstrated tax knowledge through tax preparation experience, tax education, or tax support experience.
• Customer service experience in a professional environment.
• Successful completion of required tax knowledge assessments.
• Ability to work from a quiet, dedicated workspace with a reliable internet connection.
• Ability to work from an approved secure remote work location that meets company security and privacy requirements.

Preferred Qualifications

• Experience preparing individual income tax returns.
• Experience supporting customers in a contact center, chat support, or digital service environment.
• Experience working in a retail tax office, tax firm, financial services organization, or tax-related support role.
• Enrolled Agent (EA), CPA, attorney, AFSP participant, or other tax credentials.

Compensation & Benefits

• Pay range: $18.41 - $27.64/Hr.
• Local minimum wage laws apply.
• Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings according to 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 the associate discount program.
• Associate Tax Prep benefit.
• Automatically enrolled in Business Travel Accident Insurance.

Location

Remote (seasonal). Work must be performed from an approved secure workspace/location that meets company security and privacy requirements.