Virtual Tax Consultant — Work from Anywhere

Let’s be real: taxes can be messy. Confusing forms, shifting regulations, and that end-of-year scramble? It’s a lot. But here’s the good news — you’re the kind of person who gets it done. You bring clarity where others see chaos. You spot details others miss. And you don’t need an office cubicle to do any of it.

So if you're ready to step into a remote role where your brain, your balance sheets, and your big-picture thinking actually make life easier for real people — this one's for you.

What Your Day Might Look Like

Every day’s a little different, but here’s the general rhythm:

• You’ll chat with clients — sometimes solo, sometimes with a teammate. Think Zoom calls, not boardrooms.
• You’ll prep, review, and file returns — personal, small business, maybe even the occasional trust or nonprofit.
• You’ll answer real-world questions — like "Can I write this off?" or "What happens if I missed a quarter?"
• You’ll spot things others miss — tax-saving opportunities, red flags, audit risks. You’re the one who keeps people out of hot water.
• You’ll help folks breathe easier — and that’s the part you’ll remember.

Honestly? You’ll be part consultant, part advisor, and part therapist. Because taxes aren’t just numbers. They’re people’s lives.

Meet the Team

We’re a fully remote crew spread out across the U.S. (and a couple of time zones beyond). Folks like Jordan in Chicago, who jumped in mid-season and filed 1120s like a champ. Or Priya in Austin, who caught a six-figure deduction one client didn’t even know they had.

We’re tax pros, sure. But we’re also parents, travelers, dog people, plant people. We’re the kind of team who checks in on each other during crunch time — and cracks jokes about CPA memes when things get intense.

Let’s Talk Tools

You won’t be left scrambling with outdated software. Here’s what’s in your toolkit:

• Cloud-based tax platforms like Drake, ProConnect, or UltraTax
• Secure file-sharing tools (we care about privacy — a lot)
• Slack and Zoom to stay connected (with gifs and coffee chats built in)
• Internal knowledge hubs so you never feel stuck alone

If you’re already familiar with these, Awesome. If not, we’ll show you the ropes.

You’re the Right Fit If...

You don’t need a suit and tie to bring your A-game. What really matters is this:

• You’ve got 3+ years of hands-on tax experience — maybe more.
• You’ve prepped individual and small business returns (1040s, S Corps, perhaps a few 1065s).
• You know how to talk to clients without the jargon — breaking down complex tax stuff into plain English.
• You’re organized, self-motivated, and you don’t ghost when it gets busy.
• You’re cool with working independently, but you’re not afraid to ask for help.

CPA or EA certification? That’s a plus. But what we really care about is how you show up — for clients, and for your team.

Remote Life — With a Human Touch

Yeah, we’re remote. But not the lonely, floating-in-space kind.

We do weekly team huddles — quick check-ins to swap updates and say hey. We drop kudos in Slack when someone crushes it. We even have virtual coworking hours, where folks hop on and work "together" in silence — with the occasional coffee refill break.

You can work from your kitchen table, your local library, or that Airbnb with excellent Wi-Fi. We ask that you be available during core U.S. hours and you show up ready to help someone out.

Busy Season? We’ve Got Your Back

Let’s not sugarcoat it — January through April gets hectic. But we plan for it.

• We cap client loads so you’re not drowning.
• We have templates, workflows, and automations to save your time.
• We block off quiet hours so you can focus.

And after filing season? We all get some well-earned downtime. Think extended weekends, no-email Fridays, and actual rest.

What You'll Earn (Because That Matters)

This role pays $65,000/year — and that’s just the start.

We also offer:

• Paid time off (yep, real vacations)
• Tech stipend for your home office
• Annual professional development funds
• Bonuses for referrals and performance
• Flexibility — because we trust you to get your work done

No clock punching. No micromanaging. Just the freedom to do meaningful work, in your own way.

Real Impact, Real Stories

Remember Priya in Austin? She caught a depreciation error that saved one client over $30k. That client cried — actual tears.

And Jordan? He coached a young freelancer through their first-ever tax season. Now that freelancer refers everyone they know. It’s not just about tax returns. It’s about trust.

You’re not just helping people meet deadlines. You’re helping them make sense of their finances, plan ahead, and sleep a little easier.

Wondering What Support Looks Like?

We’ve got layers — the good kind.

• Team leads you can actually reach
• Senior consultants who jump in when it gets tricky
• Weekly syncs to keep you in the loop
• Transparent processes, but space to improvise

You won’t be alone with a mountain of 1099s. Promise.

Growth That Doesn’t Feel Like a Buzzword

We don’t do one-size-fits-all paths here. Want to become a senior consultant? Cool. Prefer to stay client-facing and deep-dive into tax strategy? Also great.

We support you with:

• Monthly 1:1s focused on you, not just tasks
• Paid trainings and certifications
• Opportunities to take the lead on projects

Growth here isn’t just vertical. It’s personal.

A Few Quick Things Before You Apply

Let’s keep it real:

• You’ll need a strong Wi-Fi connection
• You’ll need to be based in the U.S.
• You’ll need to be cool with background checks (we handle sensitive info)

Oh, and one more thing — you’ll need heart. That’s what ties it all together here.

Ready to Join?

If you’ve been nodding along, thinking, “This sounds like me,” — let’s talk.

This isn’t just a job. It’s a place where your expertise matters, your ideas count, and your work makes a real difference.