About the Role
This position supports clients by preparing and reviewing tax returns, ensuring compliance with tax laws, and delivering high-quality service in a remote environment.
Responsibilities
- Prepare federal and state tax returns for individuals and small businesses
- Review tax documentation for accuracy and completeness
- Identify tax deductions and credits to maximize client outcomes
- Respond to client inquiries regarding tax filings
- Collaborate with team members to resolve complex tax issues
- Maintain up-to-date knowledge of tax regulations and changes
- Ensure compliance with internal quality standards
- Meet deadlines during peak tax season
- Support audit-related requests and documentation
- Use tax software to process and file returns efficiently
- Communicate proactively with clients through secure channels
- Escalate complex cases to senior staff when necessary
- Maintain confidentiality of client financial data
- Participate in team training and knowledge-sharing sessions
- Adapt to evolving tax procedures and tools
Nice to Have
- Experience with Intuit products such as TurboTax or ProConnect
- Prior work in a virtual or remote tax environment
- Additional certification in taxation or financial planning
- Experience handling multi-state tax returns
- Background in customer service or client relations
Compensation
Competitive salary and benefits package
Work Arrangement
Fully remote
Team
Part of a collaborative tax services team focused on client support and compliance
Why This Role Is Important
This role plays a key part in helping clients meet tax obligations with confidence, ensuring accuracy and compliance while delivering a seamless remote experience.
What to Expect
You will work independently but with full team support, using secure systems to prepare returns, answer client questions, and contribute to process improvements.
Not available
