Remote Tax Specialist

Introduction: A Career Rooted in Purpose

Shape your future from anywhere. As a Remote Tax Specialist, your work empowers people to navigate tax season with knowledge and support. You’ll be the steady hand guiding clients through what often feels like a maze, bringing peace, confidence, and clarity. This role goes beyond numbers—it’s about making a real human impact, and it pays $76,800 annually. If you value empathy, precision, and inclusive growth, you’ll find purpose here.

Role Overview: Supporting People, Not Just Processes

Tax guidance isn’t one-size-fits-all. In this remote role, you’ll support a wide range of users with varying tax needs. From answering individual questions to reviewing entire returns, you’ll serve as both a knowledgeable professional and a reassuring presence. It’s a role for those who care deeply about doing right by others—and who understand the value of patient, inclusive support.

Key Responsibilities: Helping Clients Feel Confident

What You’ll Do Daily

• Provide personalized tax assistance through chat, email, and video tools.
• Review and analyze client-submitted tax returns to ensure completeness.
• Assist users with filing steps, including corrections and documentation.
• Respond to questions from diverse client groups: freelancers, W-2 employees, and more.
• Flag and escalate unusual or complex cases to senior staff.

Staying Current and Collaborative

• Keep up to date with evolving federal and state tax guidelines.
• Coordinate with other specialists to solve tough tax-related questions.
• Communicate with clarity, warmth, and a focus on minimizing confusion.

Work Environment: Built for Balance and Belonging

Fully Remote, Fully Supported

You’ll be part of a team that thrives on mutual respect and collaboration, regardless of where you work. Whether you’re starting your day in a city apartment or winding down in a rural workspace, our tech keeps you connected, our culture keeps you motivated, and our team keeps you supported.

Flexible and Inclusive

• Remote-first culture with nationwide team support
• Flexible schedules during peak tax seasons
• Daily syncs and weekly team calls for shared insight and strategy
• Opportunities for mentorship and community-building

Tools and Technology: Empowering You to Excel

You’ll use secure, reliable tools that make remote support feel seamless—no stress over outdated platforms or clunky software.

Systems That Work for You

• Encrypted cloud platforms for safe document handling
• Real-time collaboration tools like Slack and Zoom
• Intuitive tax preparation software with integrated user guides
• Quick-access internal knowledge resources to speed up resolutions

Qualifications: Compassion, Experience, and Precision

You bring your own story to this work, and we want to honor it. Our team values both professional expertise and the soft skills that help build trust.

Must-Haves

• Valid PTIN; EA or CPA certification is a plus
• 2+ years of tax prep experience with individuals or families
• Solid grasp of deductions, credits, IRS processes, and tax planning

Key Traits

• Clear communicator with strong writing and interpersonal skills
• Experience working with clients from all walks of life
• Committed to delivering unbiased, inclusive support
• Capable of maintaining accuracy under pressure

Culture and Community: Where Every Voice Matters

We celebrate difference. This isn’t just a remote gig—it’s a community shaped by people who respect, uplift, and listen to each other. Our Tax Specialists support not just clients, but one another.

Our Shared Values

• Encourage open feedback and dialogue
• Celebrate cultural events and individual milestones
• Make space for every team member’s growth and well-being

Career Pathways: Growth You Can Count On

We’re invested in your success. Whether you want to specialize, lead, or branch into year-round support roles, we offer the tools to help you grow.

What We Offer

• Complete coverage for CE credits and tax education
• Eligibility for off-season or full-time positions
• Internal mobility to roles like Audit Support or Tax Team Lead
• Structured mentoring and leadership development tracks

Why Your Work Will Matter

When people file their taxes, they want more than accuracy—they want reassurance. Your guidance makes all the difference. By demystifying deductions, offering calm in moments of uncertainty, and making tax season more approachable, you provide peace of mind.

Representation and Empathy

Our clients come from diverse backgrounds, and we strive to have a team that reflects this diversity. If you’ve walked a nontraditional path or served communities often underrepresented in finance, your perspective is especially valuable here.

Take the Next Step

Tax prep is more than compliance—it’s a form of care. If you're ready to bring insight, warmth, and purpose to your workday, this is your moment.

Apply now and help make taxes less stressful and more empowering for everyone.