Virtual Tax Preparation Specialist

**Job Overview** **Training begins in October \| Remote seasonal opportunity for the upcoming tax season** We are hiring motivated, detail\-oriented Virtual Tax Preparation Specialists to join our team for the next tax season. This seasonal remote role is ideal for individuals who enjoy helping clients, learning tax preparation procedures, working with technology, and providing professional service in a fast\-paced environment. Training will begin in October to prepare selected candidates for a successful tax season. **Position Overview** As a Virtual Tax Preparation Specialist, you will assist clients remotely with gathering tax documents, completing intake information, preparing individual tax returns, reviewing client data for accuracy, and ensuring a smooth and confidential customer experience. You will receive training on company procedures, tax software, client communication standards, and tax preparation workflows before tax season begins. **Key Responsibilities** · Prepare and assist with federal and state individual income tax returns using approved tax preparation software. · Conduct virtual client interviews to collect tax information, documentation, and required forms. · Review client documents for accuracy, completeness, and compliance with applicable tax requirements. · Explain basic tax information, deductions, credits, and filing steps in a clear and professional manner. · Maintain confidentiality and protect sensitive client information at all times. · Communicate with clients by phone, email, video call, or secure online tools. · Follow company procedures, quality standards, deadlines, and escalation processes. · Participate in required October training and ongoing seasonal training sessions. **Qualifications** · Prior tax preparation, bookkeeping, customer service, administrative, banking, or financial services experience is helpful but not required. · Must be comfortable learning tax preparation software and working in a fully remote environment. · Strong attention to detail, accuracy, organization, and time management skills. · Excellent verbal and written communication skills. · Ability to maintain professionalism and confidentiality when handling sensitive client information. · Reliable computer access, a stable internet connection, and a quiet workspace for virtual client support. · Must be dependable, coachable, and available to complete training beginning in October. **Training and Schedule** Training starts in October and will cover tax preparation basics, software navigation, client intake, document review, data security, compliance standards, and company procedures. This is a seasonal opportunity for the upcoming tax season, with flexible remote scheduling based on business needs, client volume, and candidate availability. Ideal Candidate The ideal candidate is professional, dependable, tech\-savvy, client\-focused, and eager to learn. This role is a great fit for someone who enjoys helping pe