Virtual Tax Preparer

Position Title: Virtual Tax Preparer Department: 13 – Tax Support Location: Hurst, Texas, Virginia Beach, Virginia, or Remote Status: Seasonal Reports to: Senior Preparer FLSA Status: Non-Exempt

Position Overview

Liberty Tax, a leading tax preparation company, is seeking experienced Virtual Tax Preparers to join our team. This seasonal role involves reviewing, approving, and filing tax returns prepared from data collected from off-site locations, ensuring accuracy and completeness before final submission. The position is non-customer-facing and is ideal for detail-oriented tax professionals with strong analytical skills.

You will collaborate closely with Liberty Tax Customer Service Representatives to address escalated tax-related inquiries from off-site locations. This role requires a thorough understanding of tax preparation and strong communication skills to provide accurate guidance and support.

Key Responsibilities

• Review, prepare, and file tax returns to ensure accuracy, completeness, and compliance with tax laws and regulations.
• Collaborate with Liberty Tax Customer Service Representatives to address and resolve escalated tax-related inquiries from off-site locations including any discrepancies or incomplete information on tax returns.
• Maintain up-to-date knowledge of current tax laws, regulations, and best practices.
• Utilize company-provided software to access, review, and file tax return data efficiently.
• Ensure all tax returns meet the company's quality standards and are prepared for final submission.
• Assist in the continuous improvement of review processes and contribute to team meetings with constructive feedback.

Qualifications

• Minimum of 2 years of experience in tax preparation or a related field.
• In-depth knowledge of federal and state tax laws and regulations.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Proficiency with Microsoft Office Suite (Teams, Word, Excel, Outlook).
• Ability to work in a fast-paced, deadline-driven environment.
• Reliable internet connection and the ability to maintain a secure, distraction-free workspace.
• Willingness to work seasonal hours, including evenings and weekends as needed.
• Must have PTIN or eligible to receive

Bonus Opportunity! In addition to the advertised base pay, this position offers the opportunity to earn additional compensation through a performance-based bonus plan, subject to eligibility and plan requirements.

Physical Demands and Work Environment

• Position requires sitting at a desk and working on a computer for extended periods.
• The use of a headset or other communication devices may be necessary for effective collaboration with team members.

Employee Acknowledgement

This job description is not an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions. Liberty Tax reserves the right to revise the functions and duties of the job or to require additional or different tasks to be performed as necessary based on business needs.

Liberty Tax is an equal opportunity employer.

2+ years tax preparation experience, in-depth knowledge of federal and state tax laws, PTIN or eligible, Microsoft Office proficiency, reliable internet, ability to work seasonal hours including evenings and weekends.

Key Responsibilities

• reviewing tax returns
• filing tax returns
• resolving tax inquiries

Skills & Tools

Microsoft Office, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft Outlook

Job Details

• Category: Finance and Accounting
• Seniority: Entry Level
• Commitment: Seasonal
• Workplace: Remote — Hurst or Virginia Beach or United States
• Salary: USD 35,360 – 52,000 / year
• Languages: English

About Liberty Tax Service

A leading tax preparation company providing virtual tax preparation services. — Industry: Finance