Seasonal Tax Preparer (REMOTE)

Jdatsg; Northern (KY); Hybrid; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) with company match

Employee perks and incentives

Company-provided laptop

Flexible scheduling

Job summary

JDA TSG is hiring Tax Preparers for the upcoming season. You will guide clients through tax returns in real time, using internal tools and AI-supported systems to simplify complex situations.

The role is seasonal and remote, with up to 20 hours per week average and additional peak periods. A PTIN and 2+ seasons of experience are required, with a focus on accuracy and customer service under pressure.

Qualifications

• Must have 2+ seasons of professional tax experience (min 30 returns per season).
• Active PTIN required by start date.
• Experience in high-volume, customer-facing environments.

Responsibilities

• Guide customers through tax returns in real time and explain complex tax scenarios.
• Support customers via chat, video, screen share, and phone.
• Assist customers in completing diverse tax returns (self‑employment, retirement, home sales, etc.).
• Research questions using internal tools, IRS resources, and AI systems.
• Manage administrative tasks, timekeeping, and projects within provided time.
• Meet performance and customer experience expectations.

Skills

Tax experience

Active PTIN

High-volume support

Customer support

Real-time problem solving

Tools

AI-assisted tools

Internal tools

Job description

Overview

JDA TSG is hiring Tax Preparersfor the upcoming tax season. If you have2+ seasons of professional tax preparation experience, enjoy helping customers navigate their tax needs, and are looking for aseasonal, work‑from‑home opportunity

Why This Role Matters

By meeting clients with deep expertise and genuine empathy, you transform one of the most stressful financial moments of a person’s year into an empowering experience.

Mandatory Requirements

• Must live and be legally authorized to work within the US.
• Must have an active 2027 PTIN by start date.
• Visa sponsorship is not available for this role.

What You Will Do

• Guide customers through their tax returns in real time, helping them make sense of complex situations and complete their filings accurately.
• Support customers via chat, video, screen share, and phone (up to 100% of your time).
• Assist customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.)
• Research questions using internal tools, IRS resources, and AI-supported systems.
• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.
• Consistently meet clear performance and customer experience expectations.

Who You Are

• You are a tax professional who measures success by the trust you build.
• You bring 2+ seasons of professional tax experience (a minimum of 30 returns prepared each season)
• You have anactive Preparer Tax Identification Number (PTIN).
• You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• You can translate complex tax concepts into clear simple guidance.
• You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• You maintain high customer service standards under pressure.
• You have a designated distraction‑free, remote work environment, personal device for administrative tasks and a reliable hard‑wired internet connection.

What We Offer

• $31-$35/hr (depending on credentials) + benefits, including 401(k) with company match, employee perks, and additional incentives

• Seasonal role, January through April 16, 2027

• Flexible scheduling, 7 days/week

• Up to 20 hrs/wk on average, with additional hours available during peak periods

• Company-provided laptop for the duration of your employment

USD $31.00 - USD $35.00 /Hr.

We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.