Senior Tax Associate (Work from home)

SoTalent; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading financial technology company seeks credentialed tax professionals for the upcoming tax season. This full-time, remote position involves guiding clients through the tax preparation process, delivering expert advice, and assisting with software use. Ideal candidates possess a CPA or similar credential and have extensive experience in tax preparation, ensuring personalized client support.

Benefits

Remote-first position

Comprehensive benefits package

Retirement savings plan with contributions

Paid sick leave

Liability coverage

Employee stock purchase options

Discounts on company products

Qualifications

• Minimum of 2 years experience preparing tax returns (30 completed).
• Active PTIN required.
• Experience with federal and state income tax preparation.

Responsibilities

• Assist customers with tax return completion and submission.
• Deliver tax advice and calculations.
• Translate complex tax matters into understandable language.

Skills

Interpersonal Skills

U.S. Tax Code Familiarity

Tax Preparation Proficiency

Communication Skills

Education

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Law Degree

Tools

Tax Preparation Software

Job description

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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

$80,000.00/yr - $120,000.00/yr

Position Summary

A leading financial technology company is looking for credentialed tax professionals to support clients during the upcoming tax season. If you currently hold an active Preparer Tax Identification Number (PTIN) along with a CPA, Enrolled Agent, or licensed attorney credential, we encourage you to explore this opportunity.

Benefits and Perks

• Remote-first position — work from your home office while collaborating with a dynamic, nationwide team.
• Comprehensive benefits package, which includes:
• Retirement savings plan with company contributions
• Paid sick leave
• Liability coverage provided
• Access to employee assistance resources
• Employee stock purchase options
• Discounts on company products and services, including access to premium tax software

Ideal Candidate Profile

We’re seeking experienced tax professionals who meet the following criteria:

• At least two years of professional experience preparing federal and state personal income tax returns (minimum of 30 completed returns).
• Holds an active and unrestricted professional credential: Certified Public Accountant (CPA), Enrolled Agent (EA), or practicing attorney.
• Strong familiarity with U.S. tax code and proficiency in using tax preparation platforms.
• Committed to offering personalized support to clients and helping them better understand the filing process.
• Excellent interpersonal skills and confident in using video or voice communication tools to interact with clients in a clear, friendly, and professional manner.

Requirements

• Must have a stable internet connection that aligns with security standards.
• Availability to work at least 20 hours per week, scheduled across three or more days.

Responsibilities

In this position, you’ll guide individuals through the tax preparation process by offering expert support through a secure, remote interface. Your tasks will include:

• Assisting customers with completing and submitting their tax returns using proprietary tax software.
• Delivering tax advice, performing calculations, and addressing software-related questions.
• Translating complex tax matters into clear, relatable language for a diverse customer base.
• Utilizing official resources and internal tools to deliver accurate answers.
• Keeping detailed records of all client interactions in compliance with company protocols.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Space Research and Technology

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United States $51,000.00-$56,000.00 21 hours ago

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