Tax Counselors/Consultants

Able Forces; Norfolk (VA); Hybrid; USD 40,000 - 60,000; Part time

Job summary

Able Forces is seeking Tax Counselors to provide telephonic tax assistance to service members and their families. The role requires handling basic federal tax filing questions and ensuring compliance.

Ideal candidates should have a Bachelor’s Degree and VITA certification, along with 2-5 years of tax preparation experience. Veterans and military spouses are encouraged to apply, with evening and weekend shifts preferred.

Qualifications

• Must be a Wounded Warrior or a Disabled Veteran with at least 30% documented disability.
• Two to five years providing basic tax preparation assistance.
• Prefer CPA’s, Enrolled Agents or Registered Tax Return Preparers.

Responsibilities

• Provide telephonic tax assistance to service members and their families.
• Handle routine tax questions and guide clients in tax return completion.
• Demonstrate proficiency in addressing clients’ needs by phone and electronically.

Skills

Excellent verbal and written communication skills

Ability to provide friendly, empathic service

Knowledge of military specific tax benefits

Education

Bachelor’s Degree in a related field

VITA certified

Job description

Job Description

Tax Counselors will work in a service center and provide telephonic tax assistance to service members and their families. Tax assistance will be provided to assist with basic federal tax filing questions. Tax Consultants will handle routine tax questions along with providing guidance and resources to clients so they can collect necessary information for tax return completion and compliance. Tax Consultants will demonstrate proficiency in addressing clients’ needs by phone and use of electronic media.

Qualifications

• All applicants must be a Wounded Warrior or be a Disabled Veteran with a minimum of 30% documented disability
• Bachelor’s Degree in related field
• VITA—Must be VITA certified prior to first training date
• Printed certificate must be obtained for employee record
• Two to five years providing basic tax preparation assistance
• Excellent verbal and written communication skills
• Ability to provide customers with friendly, empathic service and accurate information
• Knowledge of military specific tax benefits

Additional Information

• Prefer CPA’s, Enrolled Agents or Registered Tax Return Preparers
• Prefer experience with multi-state returns

Veterans and military spouses encouraged to apply. Bilingual English/Spanish speakers preferred. Hiring for all shifts: Day, Evening and Weekend availability will be required, with a preference for Evening and Weekend availability.