Innovations Tax Professional - Seasonal
RemoteFull-time$21.59–$32.4/hrPosted Aug 4, 2026
About the Role
This associate delivers high-quality client service by preparing and completing tax returns through a virtual platform, analyzing client tax information, and communicating with clients through secure messaging, phone, and video interactions. They demonstrate strong tax expertise by researching and resolving complex federal and state tax issues, ensuring accurate and complete returns while providing timely, professional support throughout the client experience. In addition to client-facing responsibilities, they contribute to the company's test-and-learn environment by supporting innovation initiatives, participating in pilot programs, providing feedback on new processes and tools, and helping evaluate opportunities to enhance the client and tax professional experience.
Required Qualifications
Education:
- High school diploma or equivalent
Work Experience:
- Internet speed of at least 15 Mbps
- Three years of prior progressive tax preparation experience
- Knowledge of tax law is sufficient to understand and explain most elements of personal taxation
- Ability to interpret, analyze, and correctly formulate solutions to both routine as well as complex tax situations
- Internal candidates- min cert level 4. External candidates must pass the Tax Knowledge Assessment before hire and certification exams up to level 4 within 30 days.
- Excellent verbal and written communication skills
- Flexibility and the desire to be involved with new software or test programs
- Able to stay on task while working virtually
Preferred Qualifications
- Enrolled Agent, Attorney, or CPA
- Knowledge of complex tax situations (foreign, rentals, business)
Experience using AI tools