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Financial Analyst

SoTalent

Phoenix (AZ)

Remote

USD 70,000 - 84,000

Part time

Yesterday
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Job summary

Join a pioneering team transforming how Americans tackle their taxes as a Tax Professional. This fully remote position requires a CPA, EA, or Attorney and offers competitive pay, flexible scheduling, and access to resources. With your expertise, you'll support clients through a modern digital experience during tax season.

Benefits

Flexible scheduling
Company-matched 401(k)
Professional support and training
Employee stock purchase plan

Qualifications

  • Active CPA, EA, or Attorney in good standing.
  • Minimum 2 years of paid tax preparation experience.
  • Comfortable using digital communication tools.

Responsibilities

  • Provide expert tax guidance and review for individuals filing federal and state 1040 returns.
  • Deliver exceptional customer support via secure, virtual platforms.
  • Help customers gain confidence in their tax filings by reviewing documents.

Skills

Tax guidance
Customer support
Communication
Problem-solving

Education

Current license: CPA, EA, or Attorney

Job description

This range is provided by SoTalent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $84,000.00/yr

Direct message the job poster from SoTalent

Executive Healthcare Recruiter at Wellstar Health System with HR expertise. Retired Professional Athlete.

Work from Anywhere in the U.S. | Individual Tax Expertise | Part-Time, Flexible Hours

Make an impact this tax season – from the comfort of home.

Join a team that’s transforming how Americans tackle their taxes. We’re seeking credentialed Tax Professionals to provide expert-level support through a modern, digital experience. If you’re a licensed CPA, Enrolled Agent, or Tax Attorney with a passion for simplifying tax prep, we want to hear from you.

What You’ll Do:

  • Provide expert tax guidance and review to individuals filing their federal and state 1040 returns.
  • Deliver exceptional customer support via video, phone, and chat – all through a secure, virtual platform.
  • Answer client questions, resolve software inquiries, and explain complex tax topics in simple, friendly language.
  • Help customers gain confidence in their tax filings by reviewing documents, offering insights, and confirming accuracy.
  • Work independently while staying connected with a collaborative, nationwide team of tax pros.

What You’ll Need:

  • Active credential: CPA, EA, or Attorney (in good standing).
  • PTIN: Valid and active Preparer Tax Identification Number.
  • Experience: Minimum 2 years of paid tax prep work, with at least 30+ individual returns filed.
  • Tech readiness: Reliable internet and comfort using digital communication tools.
  • Available to work at least 20 hours/week across 3+ days during tax season.

What You’ll Get:

  • Competitive hourly pay and performance-based incentives.
  • Flexible scheduling – build your tax season around your availability.
  • Fully remote role with all tools provided.
  • Access to professional support, training, and exclusive tax resources.
  • Company-matched 401(k), employee stock purchase plan, E&O coverage, and product discounts.
Seniority level
  • Seniority level
    Associate
Employment type
  • Employment type
    Part-time
Job function
  • Job function
    Analyst

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