Tax Preparer – Seasonal

This is a fully remote position, open to applicants in Alabama, +4 more states.

📋 Description

• Assist customers in completing their taxes using a tax preparation platform, offering tax guidance, comprehensive return preparation, and tax calculations.

• Leverage government websites, professional resources, and team expertise to find and present the correct information to customers in clear, everyday language.

• Operate in a virtual, customer-facing role utilizing advanced video communication software to engage with customers and document interactions for accurate record-keeping.

• Address product and software inquiries from customers, applying your tax knowledge to provide precise and confident answers.

• Prepare and review federal and state individual 1040 tax returns with exceptional accuracy, ensuring compliance with IRS regulations and IRS Circular 230 standards.

• Assist customers in understanding deductions, credits, and filing requirements with patience, professionalism, and clarity.

• Identify and address tax-related questions and discrepancies; escalate complex matters to senior specialists or supervisors as necessary.

• Achieve productivity, quality, and handle-time goals in accordance with seasonal service level agreements (SLAs).

• Stay actively engaged on phones and/or video tools throughout the entirety of each scheduled shift.

• Quickly adapt to client-specific tax software, workflows, and scripts during onboarding and throughout the tax season.

⛳️ Requirements

• Minimum of 2 years of paid experience in filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software.

• Active, unrestricted credential necessary: Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney with significant tax preparation experience and extensive knowledge of tax laws.

• A genuine passion for assisting clients in navigating the complexities of taxation; dedicated to enhancing our brand by delighting customers and empowering them in their tax preparation.

• Outstanding customer service abilities with a genuine enthusiasm for engaging with customers via video and audio tools in a professional, friendly, and confident manner.

• Proficient in commercial tax preparation software.

• Strong verbal communication skills — capable of simplifying complex tax concepts into straightforward, everyday language.

• High attention to detail and a consistent commitment to data accuracy.

• Must be authorized to work in the United States.

🏝️ Benefits

• Equipment: Company-provided; specific hardware confirmed at time of offer.

• Internet: Minimum 25 Mbps download / 5 Mbps upload; wired Ethernet connection strongly preferred.

• A quiet, dedicated, distraction-free workspace is required during all working hours.

• Public or shared Wi-Fi networks are not permitted during active shifts.