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.

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.

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.

Qualifications

• You are a tax professional who measures success by the trust you build.
• You bring 2+ seasons of professional tax experience.
• You have an active Preparer Tax Identification Number (PTIN).
• You have succeeded in high-volume, continuous customer-facing environments where self-initiated, real-time problem solving was expected.
• You can translate complex tax concepts into clear simple guidance.
• You take ownership of customer support by researching answers, adapting quickly, and staying organized across multiple systems.
• You maintain high customer service standards under pressure.
• You have a designated distraction-free, remote work environment, personal device for administrative tasks and a reliable hard-wired internet connection.