Virtual Tax Advisor for Individuals & Small Businesses

RoShay Services; Hoffman Estates (IL); Remote; USD 55,000 - 85,000; Full time

Job summary

RoShay Services seeks a skilled tax advisor to provide trusted guidance for individuals and small businesses through virtual support channels. You will analyze tax situations, prepare or review returns, and resolve questions using up-to-date IRS regulations.

You will deliver clear explanations in a virtual environment, leverage cloud-based tools to support recommendations, and share insights with product and team members to continuously improve our tax solutions for customers.

Qualifications

• Strong understanding of IRS regulations and tax concepts for individuals and small businesses.
• Proficiency in preparing and reviewing tax returns.
• Ability to explain complex tax issues clearly in a virtual environment.
• Comfort using cloud-based, data-driven tools to support recommendations.
• Collaborative mindset with a commitment to continuous learning and customer-focused service.

Responsibilities

• Analyze individual and small business tax situations.
• Prepare and review tax returns for accuracy and completeness.
• Resolve complex tax questions using up-to-date IRS regulations.
• Deliver guidance through virtual support channels.
• Use data-driven, cloud-based tax tools to support customer outcomes.
• Share insights with product and team members to improve tax solutions.
• Continuously learn and contribute to innovation in tax guidance.

Skills

IRS regulations

Tax return prep

Virtual explanations

Cloud-based tools

Customer service

Job description

RoShay Services seeks a skilled tax advisor to provide trusted guidance for individuals and small businesses through virtual support channels. You will analyze tax situations, prepare or review returns, and resolve questions using up-to-date IRS regulations.

You will deliver clear explanations in a virtual environment, leverage cloud-based tools to support recommendations, and share insights with product and team members to continuously improve our tax solutions for customers.