Virtual Tax Preparer (Part-Time)

Overview

Tax Breaker Co. would like to introduce the role of the virtual tax preparer. Enjoy working from school, home, the office, etc. as this role is a virtual one and you will be permitted to download the relevant software to be able to carry out all of your job responsibilities remotely

This job is: 1) A good fit for applicants with gaps in their resume, and are ready to embark upon a promising and rewarding career in financial services 2) A job for which all ages, including older job seekers, are encouraged to apply and 3) Open to but not limited to applicants who do not have a college diploma. 

Responsibilities & Duties

  • Communicate with a diverse range of individuals and families on tax issues, getting information on income, expenses, credits, allowances and more
  • Estimate return preparation time and complexity after a quick initial assessment, and complete one project as quickly and thoroughly as possible before moving on to the next
  • Keep clients’ taxes as low as feasible through legally allowable credits, deductions and adjustments
  • Explain and simplify tax concepts that are often complicated, and give tax planning tips and advice as applicable
  • Help people who owe tax to make arrangements for their payments, and assist clients who need help getting refunds deposited
  • Check relevant tax law, including statutes and handbooks, to ensure proper compliance
  • Use software to prepare and file returns and to help verify the accuracy of returns, and collaborate with co-workers, tax professionals and clients as necessary to ensure completeness of tax returns
  • Work without making negative judgments, and keep interactions with clients positive and supportive

Qualifications & Experience: 

Familiarity with tax preparation software
Annual Tax Return Preparer Examination Certificate (IRS requirement)
Preferred:
CPA license (a plus)
Associate degree or higher in business administration, finance, accounting or a related field
1+ years of experience in tax preparation
Spanish-language fluency (a plus)

Salaries & Wages

$20-$50 per return (depending on the type of return)

Job Category: Virtual Tax Preparer
Job Type: Part Time Remote
Job Location: Remote

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