Seasonal Tax Preparer

About this role

Overview

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!
Why This Role Matters
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.
Mandatory 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.

What You Will Do

• 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.

Who You Are

• You are a tax professional who measures success by the trust you build.

• You bring 2+ seasons of professional tax experience (a minimum of 30 returns prepared each season)

• 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.

What We Offer

• $31-$35/hr (depending on credentials) + benefits, including 401(k) with company match, employee perks, and additional incentives

• Seasonal role, January through April 16, 2027

• Flexible scheduling, 7 days/week

• Up to 20 hrs/wk on average, with additional hours available during peak periods

• Company-provided laptop for the duration of your employment

USD $31.00 - USD $35.00 /Hr.

We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.
Originally posted on Himalayas