Remote Tax Preparer in Florida

Make a Meaningful Impact From Anywhere

Are you someone who thrives on helping others while navigating the world of numbers? Imagine a role where your compassion, precision, and attention to detail come together to support individuals and families during one of the most financially sensitive times of the year. As a Remote Tax Preparer based in Florida, you can work from the comfort of your home while making a genuine difference in the lives of clients from diverse communities. With a competitive annual salary of $32,240, this opportunity invites you to be part of a collaborative, inclusive environment that values both personal growth and professional excellence.

A Human-Centered Introduction to the Role

This isn't just about crunching numbers. It's about offering peace of mind. In this role, you will guide clients—many of whom are navigating complex financial situations—through the tax preparation process with clarity, empathy, and trust. You will be their ally, helping them make sense of deductions, credits, and compliance requirements, all while fostering a sense of ease and empowerment. As a vital member of a diverse remote team, you'll engage in supportive collaboration, learn from peers with varied backgrounds, and contribute to an inclusive workplace that genuinely cares.

Key Responsibilities That Matter

Personalized Client Assistance

• Conduct warm and informative virtual consultations to gain a deeper understanding of client needs.
• Guide individuals through tax documentation, ensuring accurate and compliant filing.
• Address client questions with patience and clarity, offering support that reflects their individual needs.

Compliance and Accuracy

• Complete and file federal and state tax returns with thorough documentation.
• Verify income, expenses, deductions, and credits to ensure filings meet current tax laws.
• Maintain up-to-date knowledge of IRS regulations and Florida-specific tax codes.

Digital Workflow Management

• Use cloud-based software to manage tax files, communications, and case notes.
• Organize and upload documentation securely for review and submission.
• Schedule follow-ups and send reminders for missing information or updates.

Client Advocacy and Support

• Identify tax-saving opportunities personalized to each client.
• Provide post-filing support and advice to help clients plan for future returns.
• Collaborate with supervisors and colleagues to solve complex filing issues with a team-first mindset.

A Culture Built on Inclusion and Belonging

An Inclusive Workplace You Can Believe In

Here, everyone has a seat at the table. The remote team you’ll join embraces diversity across ethnicity, gender identity, ability, age, socioeconomic status, and life experiences. We understand that inclusive workspaces foster better outcomes, not just for clients, but also for employees. Whether you're returning to the workforce, pivoting your career, or balancing work and caregiving, your story is valued and your perspective is welcomed.

Diverse Team, Shared Mission

Our team members have flourished because of a culture rooted in empathy, understanding, and mutual respect. One associate recently shared how, during a challenging year, they received flexible scheduling and mental health resources that helped them balance family needs while maintaining excellence at work. It's not just about what you can bring to the table—it’s also about what you gain by being at that table.

Remote Work Without Isolation

Collaborative Tools

You’ll use tools like Slack, Zoom, and secure tax preparation platforms to stay closely connected with your teammates and managers. Even though your desk may be at home, you’ll never feel alone in your efforts.

Daily Support and Check-Ins

Morning check-ins, peer collaboration sessions, and weekly mentorship huddles ensure that you stay informed, supported, and inspired. We believe remote work should feel like a team effort, not a solo act.

Tools and Technology You’ll Use

Digital Ecosystem

• IRS-certified electronic filing software
• Cloud-based document storage platforms (Google Drive, Dropbox Business)
• Communication apps like Zoom, Slack, and Microsoft Teams
• Time-tracking and CRM tools for project flow

These systems are user-friendly, intuitive, and designed to empower you, not overwhelm you.

Qualifications That Reflect Empathy and Skill

Required Qualifications

• Completion of high school education or its equivalent (a background in Accounting or a related field preferred)
• At least 1 year of experience in individual tax preparation
• Strong knowledge of IRS regulations, W-2, 1099, Schedule C, and deductions
• Proficient with e-filing systems and digital communication tools
• Exceptional listening skills and a warm, people-first approach to service

Preferred Qualifications

• PTIN certification
• Previous remote work experience
• Familiarity with tax situations involving dependents, freelancers, or small businesses
• Bilingual proficiency (English/Spanish or English/Creole) is highly valued

What Makes This Role Stand Out

Flexibility with Accountability

You’ll be trusted to manage your schedule and meet deadlines, allowing space for family, hobbies, or personal projects.

Mission-Driven Work

Each return you complete is more than just a form—it’s a step toward someone’s peace of mind and financial clarity.

Growth Opportunities

Professional development workshops, access to training materials, and leadership pathways are offered throughout the year. We believe your career should evolve just as you do.

Equal Opportunity for Every Voice

As an organization committed to fair hiring practices, we are committed to hiring team members from diverse backgrounds. No matter your background, you are welcome here. We believe that empathy grows in diverse soil—and we’re building a team that reflects the world we serve.

Ready to Take the Next Step?

If you’ve been looking for a purpose-driven, remote role that allows you to support others while working in a flexible, inclusive environment, this is your opportunity. As a Remote Tax Preparer in Florida, you’ll gain more than a paycheck—you’ll gain connection, growth, and a more profound sense of purpose.

💼 Your Future Awaits

We’re ready to welcome your expertise, your empathy, and your unique story. Apply today and bring your whole self to a team that’s building a more human tax experience—one client at a time.