Seasonal Tax Preparer (Remote)

About the Role

JDA TSG is hiring Tax Preparers for the upcoming tax season. If you have 2+ seasons of professional tax preparation experience, enjoy helping customers navigate their tax needs, and are looking for a seasonal, work-from-home opportunity, we encourage you to apply! By meeting clients with deep expertise and genuine empathy, you transform one of the most stressful financial moments of a person’s year into an empowering experience.

Requirements

• Must live and be legally authorized to work within the US.
• Must have an active 2027 PTIN by start date.
• Visa sponsorship is not available for this role.
• 2+ seasons of professional tax experience (a minimum of 30 returns prepared each season).
• Active Preparer Tax Identification Number (PTIN).
• Designated distraction-free, remote work environment.
• Personal device for administrative tasks and a reliable hard-wired internet connection.

Responsibilities

• Guide customers through their tax returns in real time, helping them make sense of complex situations and complete their filings accurately.
• Support customers via chat, video, screen share, and phone (up to 100% of your time).
• Assist customers in completing tax returns across diverse scenarios (self-employment, retirement, home sales, etc.).
• Research questions using internal tools, IRS resources, and AI-supported systems.
• Manage administrative responsibilities such as training, timekeeping, and special projects within provided time.
• Consistently meet clear performance and customer experience expectations.

Skills

• Succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• Ability to translate complex tax concepts into clear, simple guidance.
• Takes ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• Maintains high customer service standards under pressure.