Experienced Tax Professional

Jobgether

8h • Remote

About The Position

This role provides the opportunity to support clients with diverse tax needs while delivering high-quality service in a fully remote environment. You will conduct virtual tax interviews, prepare individual returns, and guide clients through complex tax situations with clarity and confidence. The position emphasizes professional growth, ongoing training, and building lasting client relationships. You will also contribute to business development by identifying opportunities to offer additional products and services. Operating in a fast-paced, technology-driven environment, you will leverage digital tools to enhance efficiency and client satisfaction. This is a dynamic role for someone who enjoys problem-solving, continuous learning, and making a measurable impact on clients’ financial wellbeing.

Requirements

• Experience preparing individual tax returns and familiarity with federal and state tax regulations.
• High school diploma or equivalent; advanced certifications (CPA, Enrolled Agent) preferred.
• Proficiency with technology, including MS Teams, Outlook, and virtual tax platforms.
• Strong analytical and problem-solving skills with the ability to explain complex tax matters clearly.
• Excellent written and verbal communication skills and commitment to superior client service.
• Ability to work independently in a remote environment with reliable high-speed internet.
• Willingness to complete ongoing continuing education and meet IRS or state-specific requirements.

Responsibilities

• Conduct virtual tax interviews with clients via video, phone, chat, or email.
• Prepare and review individual tax returns, ensuring accuracy and compliance with federal and state regulations.
• Advise clients on tax planning, filing strategies, and financial considerations.
• Collaborate with peers and team leaders to maintain consistent, high-quality service standards.
• Support client retention and business growth by identifying additional products and services that meet client needs.
• Research tax information and use internal and external resources to resolve complex tax questions.
• Maintain documentation, workflow efficiency, and secure handling of sensitive client data.

Benefits

• Competitive compensation with potential for incentive-based earnings.
• Comprehensive medical, dental, and prescription coverage options.
• 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
• Access to tax preparation benefits for yourself and eligible dependents.
• Flexible remote work arrangements to support work-life balance.
• Learning and development opportunities, including advanced tax training.
• Supportive, inclusive culture that values diversity and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees