INCOME TAX SPECIALIST - ADMIN- CSR

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: TYPE OF WORK

Any

: SALARY

200/200 1ST AND16TH

: HOURS PER WEEK

35

: DATE UPDATED

Feb 2, 2026

JOB OVERVIEW

ob Title: Virtual Tax Professional Assistant (Client Service & Tax Processing)
Location: Remote
Reports To: Dr. Elon Miree, Senior Tax Professional
Schedule: Seasonal (January–April) or Year-Round | Flexible Part-Time or Full-Time
Compensation: Based on experience | Paid bi-weekly or per performance

???? About the Role:

We are seeking a highly organized, honest, and committed Virtual Assistant with experience in U.S. tax preparation support, client communication, and tax office workflow. This person will serve as a key player in helping Alpha Omega Tax Center serve individuals, families, and small businesses with excellence during tax season and beyond.

???? Key Responsibilities:
???? Client Communications (Inbound/Outbound)

Handle incoming calls and return voicemails professionally

Call clients to confirm appointments, request missing documents, and follow up on tax return statuses

Provide clear instructions to clients about required documentation and deadlines

Text/email clients through secure systems and maintain strong customer rapport

????? Tax Process Support

Assist with intake of tax documents via secure portals or email

Organize and categorize tax documentation (W-2s, 1099s, business expenses, etc.)

Review client info for accuracy and completeness before it reaches the preparer

Help manage client portals, e-file statuses, and delivery of tax returns

Track acknowledgments, rejections, and help resolve basic tax return issues

???? Scheduling & Workflow Management

Schedule consultations and return pickup appointments

Maintain accurate calendar for multiple preparers

Help manage the workflow from intake to e-file to client delivery

Coordinate digital signature and payment collection (for prep fees or compliance fees)

? Required Qualifications:

2+ years of experience in a tax office or tax preparation environment

Familiarity with U.S. tax forms and filing processes (1040, Schedule C, etc.)

Comfortable using tax software such as TaxWise, Drake, or ProSeries (training available if needed)

Strong customer service skills, both phone and written

Experience with CRMs, secure document portals, or workflow tools (e.g., TaxDome, Canopy, SmartVault, etc.)

???? Preferred Skills & Traits:

Bilingual (Spanish/English) a plus

Knowledge of ACA/Marketplace tax forms and Earned Income Credit requirements

Patient, dependable, and genuinely committed to client confidentiality

Tech-savvy and quick learner

Able to work independently and be accountable for daily tasks

SKILL REQUIREMENT

Phone Support Tax Preparation Customer Service

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INCOME TAX SPECIALIST - ADMIN- CSR

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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