We are looking for a Tax Preparer to support service members and their families through high-quality individual tax guidance in Alexandria, Virginia. This Long-term Contract opportunity is ideal for a finance specialist who can explain tax matters clearly, manage a high volume of client interactions, and deliver accurate results in a fully remote setting. The role focuses on individual tax return preparation, client education, and responsive service during a fast-moving tax season that may require overtime.
Responsibilities:
- Prepare and review individual tax returns with a strong focus on accuracy, completeness, and timely submission.
- Provide tax-related guidance to service members and their families, helping them understand filing requirements and available options.
- Communicate complex tax topics in a straightforward manner so clients can make informed financial decisions.
- Manage multiple client cases at once while maintaining detailed documentation and organized records.
- Use Lacerte Tax Software and related digital tools to complete tax preparation work efficiently in a remote environment.
- Research tax questions and resolve filing issues by applying current rules, procedures, and best practices.
- Support clients throughout the tax season with responsive service, including availability for overtime when business demand increases.
- Collaborate with team members to maintain service quality, share insights, and contribute to a positive client experience.
- At least 2 years of experience preparing individual tax returns or performing related consumer finance or tax work.
- Hands-on knowledge of individual income tax preparation and filing processes.
- Proficiency with Lacerte Tax Software or similar tax preparation platforms.
- Ability to work effectively in a fully remote position while handling a fast-paced workload.
- Strong written and verbal communication skills with the ability to simplify complex tax information.
- Excellent organization, multitasking, and note-taking abilities.
- Prior military experience or experience serving military communities is preferred.
- CPA, Enrolled Agent, or a comparable tax credential is preferred.