Seasonal Tax Preparer (REMOTE)

JDA TSG; United States; Remote; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) with company match

Employee perks

Incentives

Seasonal role

Flexible scheduling

Laptop provided

Job summary

JDA TSG is hiring Tax Preparers for the upcoming tax season in a remote setting. If you have 2+ seasons of professional tax preparation experience and an active PTIN, you’ll help clients navigate returns and complex situations during a seasonal, work-from-home period January through April 16, 2027.

Responsibilities include guiding customers in real-time, supporting via chat/video/phone, and researching questions with internal tools, IRS resources, and AI systems.

Qualifications

• Must live and be authorized to work in the US.
• Active 2027 PTIN at start date.
• 2+ tax seasons with a minimum of 30 returns per season.
• Succeeds in high-volume, customer-facing environments.
• Able to explain complex tax concepts in simple terms.

Responsibilities

• Guide customers through real-time tax returns.
• Support customers via chat, video, screen share, and phone.
• Assist with diverse tax scenarios (self-employment, retirement, etc.).
• Research answers using internal tools, IRS resources, and AI systems.
• Handle training, timekeeping, and special projects.
• Meet performance and customer experience targets.

Skills

Tax prep experience

High-volume support

PTIN holder

Remote work setup

Tools

Internal tools

IRS resources

AI-supported systems

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,we encourage you to

Why This Role MattersBy 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

Posted Salary Range

USD $31.00 - USD $35.00 /Hr.