Virtual Tax Specialist

What We Are Looking For

We are looking for a "workhorse" Virtual Tax Specialist for a high-volume, remote contract position. This role is strictly focused on the efficient production and filing of tax returns. If you thrive in a fast-paced environment where you can put your head down and process a high quantity of complex returns without the distraction of tax planning or consulting, this is the role for you.

Compensation And Benefits

• $28 - $30 per hour
• Part Time/Flexible Hours
• Fully Remote

Company Values and Culture

Sourced. is a highly collaborative, team oriented, value and culture driven company. We live by our four core values - Serve Generously, Deliver Excellence, Do The Right Thing, and Team Before Self - and expect the same level of dedication to the values from any new team member we bring on. We invite you to see more about our Company Culture at www.GetSourced.com/Culture .

Job Responsibilities

• Prepare and file complex federal and state income tax returns (e.g., 1040, 1120, 1120-S, 1065) with a high level of accuracy.
• Manage a large volume of primarily business tax returns (some individual tax returns)
• Using Drake Tax Software manage a "churn and burn" workflow across the following forms:
  • 1040: Individual returns (high volume).
  • 1065: Partnership returns.
  • 1120 & 1120-S: C-Corp and S-Corp returns.
  • 990: Non-Profit returns.
  • Multi-State/Complex: Experience with multi-state filings and complex entity structures is a significant plus.
• Provide daily/weekly status updates on your queue.
• Proactively flag missing documentation or "blockers" to leadership immediately.
• Stay current on the latest IRS regulations and state-specific tax laws to ensure 100% compliance and avoid penalties.
• Utilize secure, cloud-based portals and tax software to maintain organized, confidential client files.

Skills and Qualifications

• Minimum of 3 years of hands-on, high volume business and individual tax preparation experience
• Active PTIN (Preparer Tax Identification Number) required.
• Highly proficient with Drake Tax Software and MS Excel.
• Have a secure, private home office setup with high-speed internet and experience using virtual tools (Zoom, Slack, Secure Portals).
• Proven track record of handling a large volume of tax returns.
• Possess the availability and high capacity necessary during the core tax season (January - April).
• Able to spot inconsistencies in financial data and maintain high standards of accuracy under tight deadlines.
• Possess a highly communicative approach to staying in sync with account managers about progress and status of tax returns.