Virtual Tax Preparer

Liberty Tax, Inc.; Hurst, Virginia Beach (TX, VA); Remote; USD 25,000 - 39,000; Part time

Benefits offered by this job

Bonus plan eligibility

Job summary

Liberty Tax, Inc. is seeking experienced Virtual Tax Preparers for a seasonal role. You will review, approve, and file returns sourced from off-site locations, ensuring accuracy before submission.

The position is non-customer-facing and focuses on detail, compliance, and timely processing. Collaborate with Liberty Tax Customer Service Representatives to resolve escalated inquiries from off-site locations. A PTIN or eligibility is required to participate, with bonus opportunities based on

Qualifications

• Minimum of 2 years of experience in tax preparation or a related field.
• In-depth knowledge of federal and state tax laws and regulations.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Proficiency with Microsoft Office Suite (Teams, Word, Excel, Outlook).
• Ability to work in a fast-paced, deadline-driven environment.
• Reliable internet connection and the ability to maintain a secure, distraction-free workspace.
• Willingness to work seasonal hours, including evenings and weekends as needed.
• Must have PTIN or eligible to receive

Responsibilities

• Review, prepare, and file tax returns to ensure accuracy, completeness, and compliance with tax laws and regulations.
• Collaborate with Liberty Tax Customer Service Representatives to address and resolve escalated tax-related inquiries from off-site locations including any discrepancies or incomplete information on tax returns.
• Maintain up-to-date knowledge of current tax laws, regulations, and best practices.
• Utilize company-provided software to access, review, and file tax return data efficiently.
• Ensure all tax returns meet the company's quality standards and are prepared for final submission.
• Assist in the continuous improvement of review processes and contribute to team meetings with constructive feedback.

Skills

Tax knowledge

Analytical skills

Communication skills

Independent work

MS Office

Deadline-driven

PTIN eligibility

Tools

Teams

Word

Excel

Outlook

Job description

Position Title: Virtual Tax Preparer
Department: 13 – Tax Support
Location: Hurst, Texas, Virginia Beach, Virginia, or Remote
Status: Seasonal
Reports to: Senior Preparer
FLSA Status: Non-Exempt

Position Overview

Liberty Tax, a leading tax preparation company, is seeking experienced Virtual Tax Preparers to join our team. This seasonal role involves reviewing, approving, and filing tax returns prepared from data collected from off-site locations, ensuring accuracy and completeness before final submission. The position is non-customer-facing and is ideal for detail-oriented tax professionals with strong analytical skills.

You will collaborate closely with Liberty Tax Customer Service Representatives to address escalated tax-related inquiries from off-site locations. This role requires a thorough understanding of tax preparation and strong communication skills to provide accurate guidance and support.

Key Responsibilities

• Review, prepare, and file tax returns to ensure accuracy, completeness, and compliance with tax laws and regulations.
• Collaborate with Liberty Tax Customer Service Representatives to address and resolve escalated tax-related inquiries from off-site locations including any discrepancies or incomplete information on tax returns.
• Maintain up-to-date knowledge of current tax laws, regulations, and best practices.
• Utilize company-provided software to access, review, and file tax return data efficiently.
• Ensure all tax returns meet the company's quality standards and are prepared for final submission.
• Assist in the continuous improvement of review processes and contribute to team meetings with constructive feedback.

Qualifications

• Minimum of 2 years of experience in tax preparation or a related field.
• In-depth knowledge of federal and state tax laws and regulations.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Proficiency with Microsoft Office Suite (Teams, Word, Excel, Outlook).
• Ability to work in a fast-paced, deadline-driven environment.
• Reliable internet connection and the ability to maintain a secure, distraction-free workspace.
• Willingness to work seasonal hours, including evenings and weekends as needed.
• Must have PTIN or eligible to receive

Bonus Opportunity!

In addition to the advertised base pay, this position offers the opportunity to earn additional compensation through a performance-based bonus plan, subject to eligibility and plan requirements.

Physical Demands and Work Environment

• Position requires sitting at a desk and working on a computer for extended periods.
• The use of a headset or other communication devices may be necessary for effective collaboration with team members.

Employee Acknowledgement

This job description is not an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions. Liberty Tax reserves the right to revise the functions and duties of the job or to require additional or different tasks to be performed as necessary based on business needs.

Liberty Tax is an equal opportunity employer.