Remote Tax Preparer — Seasonal / Contract
WealthTrack Tax Experts is seeking motivated, detail-oriented Tax Preparers to join our growing remote team for the upcoming tax season.
Whether you’re an experienced tax professional or newer to tax preparation, WealthTrack provides training, mentorship, and support to help you grow your skills and confidently serve clients.
Position Details
- Employment Type: Seasonal / Contract
- Work Setting: 100% Remote
- Experience: Entry-Level to Experienced
- Training: Provided by WealthTrack Tax Experts
- Schedule: Flexible, with availability required during peak tax season
- Compensation: Performance-based based on completed client work and payout timing
Responsibilities
- Prepare accurate individual tax returns using WealthTrack’s tax-preparation systems.
- Review client documents and information for accuracy and completeness.
- Communicate professionally with clients throughout the preparation process.
- Identify applicable deductions and credits.
- Follow WealthTrack’s procedures, quality-control standards, and compliance requirements.
- Maintain organized and confidential client records.
- Participate in required training, coaching, and team meetings.
- Provide a professional client experience from intake through completion.
Qualifications
We’re looking for individuals who are:
- Dependable, organized, and detail-oriented
- Comfortable working independently in a remote environment
- Professional and comfortable communicating with clients
- Willing to learn and complete required training
- Comfortable using computers and online systems
- Able to meet deadlines during tax season
- Coachable and open to feedback
Entry-level applicants are encouraged to apply. Previous tax, accounting, bookkeeping, finance, or customer-service experience is a plus but not required for candidates who are willing to learn.
Requirements
- Must be 18+.
- Must have reliable internet and a computer suitable for remote work.
- Must complete required WealthTrack training.
- Must obtain an IRS PTIN before preparing tax returns. WealthTrack will assist selected preparers with the PTIN application process.
- Must protect confidential client information and follow WealthTrack procedures.
No PTIN yet? That’s okay! Selected applicants will receive guidance from WealthTrack on completing the PTIN application process before preparing client returns.
Why Join WealthTrack?
- 100% remote opportunity
- Structured training and mentorship
- Support from WealthTrack leadership
- Opportunity to develop professional tax-preparation skills
- Growing team environment
If you’re motivated, detail-oriented, coachable, and ready to grow in tax preparation, we’d love to hear from you!
Apply today and tell us about your experience, PTIN status, availability, and why you want to join WealthTrack Tax Experts.
Pay: $500.00 - $10,000.00 per week
Benefits:
- Flexible schedule
- Professional development assistance
People with a criminal record are encouraged to apply
Work Location: Remote
