Careers

Position Title: Tax Administrator
Job Location: USA – Remote
Pay Range: $13–$20 per hour (based on experience)
Job Type: Seasonal / Remote / Hourly

 

Position Overview

 

We are seeking a reliable and detail-oriented Tax Administrator to support our tax team during the busy tax season. This remote role is ideal for someone who is organized, professional, and comfortable assisting with client onboarding, document preparation, invoicing, and administrative tax office operations.

The Tax Administrator will play a key role in ensuring client files are complete, communications are handled efficiently, and tax preparers have the support needed to deliver timely service.

 

Responsibilities

As a Tax Administrator, you will:

• Assist with organizing and preparing client documentation for tax return preparation
• Conduct client intake interviews to gather basic tax and personal information
• Ensure all required forms and supporting documents are collected and uploaded properly
• Prepare and send invoices, payment reminders, and client billing communications
• Mail tax documents, engagement letters, and other client correspondence securely and on time
• Manage client portal uploads and assist clients with document submission
• Maintain accurate records of client interactions, files, and administrative tasks
• Provide general administrative support to the tax preparation team
• Communicate with clients via phone, email, and secure messaging
• Support office workflow by completing other related tasks as assigned

 

Requirements

Qualified candidates must meet the following:

• High school diploma or GED (required)
• Strong organizational skills and attention to detail
• Ability to communicate professionally with clients
• Ability to read, write, and speak English fluently (required)
• Prior administrative, office support, or customer service experience (preferred)
• Basic understanding of tax office processes is a plus, but not required
• Comfortable using technology, including email, document management systems, and client portals
• Ability to work independently with minimal supervision in a remote environment
• Ability to manage multiple tasks and deadlines during peak tax season

 

Remote Work Requirements

Candidates must have:

• Laptop or desktop computer
• Reliable internet connection
• Smartphone for communication
• Quiet and secure workspace
• Ability to handle sensitive client information confidentially

 

Preferred Skills

• Experience working in a tax office or financial services environment
• Familiarity with invoicing systems and document handling
• Strong customer service mindset with professionalism and empathy
• Position Details
• Seasonal opportunity (January–April, with possible extension)
• Fully remote
• Flexible scheduling with increased availability during peak deadlines

Position Title: Tax Associate (Entry-Level)
Job Location: USA – Remote
Compensation: Paid based on experience
Job Type: Seasonal / Remote

 

Position Overview

We are seeking a motivated and detail-oriented Seasonal Tax Associate to join our team for the upcoming tax season. This is an excellent opportunity for individuals who are new to the tax industry and looking to gain hands-on experience in a supportive, remote environment.

 

No credentials are required for this role. On-the-job training will be provided, making this a great position for candidates with 0–2 years of experience who are eager to learn tax preparation skills.

 

Responsibilities

As a Tax Associate, you will:

• Assist with the preparation of federal and state tax returns under supervision
• Gather, organize, and input client tax documents into tax software
• Support client onboarding and help request missing documentation
• Communicate with clients via email, phone, or secure messaging as needed
• Review work for completeness and accuracy before submission
• Follow firm procedures for confidentiality and secure handling of sensitive information
• Support the tax team with additional seasonal tasks as assigned

 

Requirements

Qualified candidates must meet the following:

0–2 years of experience in tax, accounting, customer service, or administrative support

Strong attention to detail and willingness to learn

Ability to read, write, and speak English fluently

Comfort using computers, online portals, and basic office technology

Ability to work independently in a remote environment while meeting deadlines

Professional communication and strong customer service skills

Training & Support

No prior tax credentials required

Comprehensive on-the-job training provided

Ongoing support from experienced tax professionals throughout the season

 

Preferred Qualifications

• Interest in tax preparation, accounting, or finance
• PTIN obtained or willingness to obtain one (preferred but not required)
• Ability to thrive in a fast-paced seasonal workload

 

Position Details

• Seasonal opportunity (January–April, with possible extension)
• Fully remote (U.S. based)
• Flexible scheduling with increased availability during peak deadlines

• Pay based on experience and performance

Position Title: Seasonal Tax Manager
Location: Remote (U.S. Based)

Pay Range: Depending on experience 
Job Type: Seasonal Contract Position
Department: Tax Services

 

We are seeking an experienced and motivated Seasonal Tax Manager to join our team for the upcoming tax season. This fully remote role is ideal for a credentialed tax professional who has strong technical skills, leadership ability, and a commitment to delivering excellent client service during peak filing months.

 

The Tax Manager will oversee the preparation and review of tax returns, support tax staff, and ensure compliance with all IRS and state requirements.

 

Key Responsibilities

• Manage the preparation and review of federal and state tax returns for individuals and business entities
• Provide tax compliance and planning guidance to clients
• Ensure timely and accurate filings in accordance with IRS regulations and professional standards
• Supervise and support preparers and junior staff throughout the tax season
• Communicate with clients to gather documentation, explain tax results, and answer questions
• Stay current on tax law updates and apply changes appropriately
• Assist with IRS and state notices, audit support, and client representation as needed
• Maintain confidentiality and follow secure data handling procedures in a remote environment

 

Requirements

 

Candidates must meet the following minimum qualifications:

• Active professional credential as one of the following:
  • Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
  • Juris Doctor (JD)
  • 2+ years of paid professional tax preparation experience
  • Strong knowledge of federal and state tax regulations
  • Ability to manage multiple deadlines and high-volume workloads during peak season
  • Excellent communication, organization, and client service skills
  • Proficiency with tax preparation software and remote collaboration tools

Preferred Qualifications

• Prior experience reviewing returns and managing tax staff
• Experience working with small business returns (S corporations, partnerships, LLCs)
• Familiarity with IRS correspondence, audits, and resolution processes
• Ability to thrive in a fast-paced seasonal environment

 

Position Details

• Seasonal role (January–April, with potential extension)
• Fully remote with flexible scheduling expectations during peak deadlines
• Competitive seasonal compensation based on experience

Position Title: Financial Planner
Location: US Remote Option
Job Type: Full-Time / Part-Time (Optional)
Compensation: Competitive, based on experience

 

Position Overview

We are seeking a knowledgeable and client-focused Financial Planner to join our growing advisory team. This role is ideal for a professional who is passionate about helping individuals and families achieve their financial goals through comprehensive planning, education, and personalized guidance.

Candidates must hold the CFP® designation or be an active CFP® candidate currently working toward certification.

 

Key Responsibilities

As a Financial Planner, you will:

• Develop comprehensive financial plans tailored to client goals and needs
• Provide guidance on retirement planning, investment strategies, budgeting, and wealth-building
• Conduct client meetings to review financial progress and recommend adjustments
• Assist clients with risk management, insurance planning, and estate planning coordination
• Analyze financial data, cash flow, and long-term projections
• Educate clients on financial concepts and help them make informed decisions
• Maintain accurate client records and ensure compliance with industry regulations
• Collaborate with internal team members to deliver exceptional client service

 

Requirements

Qualified candidates must meet the following:

• CFP® certification OR active CFP® candidate status (required)
• Strong understanding of financial planning principles and best practices
• Excellent interpersonal and communication skills
• Ability to build trust and long-term client relationships
• Strong organizational skills and attention to detail
• Proficiency with financial planning software and Microsoft Office tools
• Commitment to ethical standards and client-first service

 

Preferred Qualifications

• Prior experience in financial planning, advising, or wealth management
• Series 7/66 or other relevant licenses (preferred but not required)
• Experience working with retirement plans, high-net-worth clients, or small business owners

 

What We Offer

• Competitive compensation package
• Professional development and growth opportunities
• Supportive team environment
• Flexible work arrangements (if applicable)
• Opportunity to make a meaningful impact in clients’ financial lives

Position Title: Marketing Specialist
Location: US Remote Option
Job Type: Full-Time / Part-Time (Optional)
Compensation: Competitive, based on experience

 

Position Overview

We are seeking a creative and results-driven Marketing Specialist to join our growing team. This role is ideal for a marketing professional who is passionate about brand development, digital marketing, and customer engagement.

The Marketing Specialist will help plan and execute marketing strategies that increase visibility, attract new clients, and strengthen our overall brand presence across multiple platforms.

 

Key Responsibilities

As a Marketing Specialist, you will:

• Develop and implement marketing campaigns to promote services and drive growth
• Manage social media platforms, including content creation, scheduling, and engagement
• Assist with email marketing campaigns, newsletters, and client communications
• Create marketing materials such as flyers, brochures, and digital ads
• Support website updates, SEO efforts, and online brand consistency
• Track marketing performance metrics and provide reports on campaign results
• Coordinate with internal teams to align marketing efforts with business goals
• Research market trends, competitor activity, and client needs
• Help plan promotional events, outreach initiatives, and community engagement

 

Requirements

Qualified candidates must meet the following:

• 1–3 years of experience in marketing, communications, or a related field (preferred)
• Strong written and verbal communication skills
• Experience with social media platforms and content strategy
• Basic knowledge of digital marketing tools (email platforms, analytics, CRM systems)
• Creative mindset with attention to detail
• Ability to manage multiple projects and meet deadlines
• Self-motivated and able to work independently or collaboratively

 

Preferred Qualifications

• Experience in professional services marketing (tax, finance, legal, etc.)
• Familiarity with Canva, Adobe Creative Suite, or similar design tools
• Knowledge of SEO, paid advertising, and lead generation strategies
• Experience with branding and campaign planning

 

What We Offer

• Competitive pay based on experience
• Opportunities for professional growth and advancement
• Collaborative and supportive work environment
• Flexible work arrangements (if applicable)
• Ability to make a direct impact on company growth