Virtual Tax Preparer

RefundNote® - Charlotte, NC (30+ days ago)


Seeking experienced Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse tax needs.

Virtual Tax Preparer duties include:

  • Conducting tax interviews with clients via phone or video chat
  • Preparing complete and accurate tax returns
  • Generating business growth and increasing client retention
  • Providing IRS audit support
  • Mentoring and supporting teammates

Minimum Qualifications:

Required Skills & Experience:

  • High School Diploma or equivalent
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and in writing
  • Experience working in a fast-paced environment
  • Successful completion 18-hour continuing education requirement and meet all other IRS and applicable state requirements (MANDATORY)

Preferred Skills & Experience:

  • Bachelor’s degree in Accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years experience in accounting, finance, bookkeeping or tax
  • Sales and/or marketing experience

RefundNote is an equal opportunity employer

Job Type: Contract

Salary: $20.00 to $40.00 /hour