Seasonal Tax Professional

Description and Requirements

• Assist customers with individual federal and state income tax questions. 
• Review tax documents and customer-provided information for accuracy and completeness. 
• Support the preparation and review of individual income tax returns. 
• Research tax topics and explain tax concepts in clear, easy-to-understand language. 
• Identify missing or inconsistent information and work with customers to resolve issues. 
• Maintain accurate documentation throughout each customer interaction. 
• Follow established tax, privacy, security, and quality standards. 
• Use multiple systems and online resources while assisting customers. 
• Provide professional and responsive customer service in a virtual environment. 
• Meet established productivity, quality, attendance, and scheduling expectations. 

• Experience preparing at least 30 completed individual federal and state income tax returns per tax season. 
• Working knowledge of U.S. individual income tax concepts, forms, and filing requirements. 
• Ability to schedule and work a minimum of 20 hours per week during the tax season. 
• Strong customer service and communication skills. 
• Ability to explain tax information clearly to customers with varying levels of tax knowledge. 
• Strong attention to detail and ability to identify errors or missing information. 
• Comfortable working with technology, web-based applications, and multiple systems simultaneously. 
• Ability to work independently in a remote, structured environment. 
• Valid Preparer Tax Identification Number (PTIN), when required for assigned responsibilities. 

• Experience preparing a broad range of individual income tax returns. 
• Previous experience providing tax assistance in a remote or virtual environment. 
• Experience working in a high-volume, customer-facing tax environment. 
• Active Enrolled Agent (EA), Certified Public Accountant (CPA), or attorney credential is preferred for positions involving advanced tax guidance and review. 
• Experience researching and interpreting federal and state tax regulations.