Experienced U.S. Tax VA / Tax Preparer TaxSlayer Experience Strongly Preferred

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: TYPE OF WORK

Any

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Oct 2, 2026

JOB OVERVIEW

This is NOT an entry-level tax position.
I’m specifically looking for a Philippines-based VA or Tax Preparer who has already worked with a U.S. tax preparation company, CPA/accounting firm, or professional tax preparer.
If you have experience using TaxSlayer, Drake, ProSeries, TaxWise, UltraTax, CrossLink, ATX or similar U.S. tax software, I want to hear from you.
Credit repair experience is a BIG bonus, but not required.
EZ Financial Solutions is growing, and I’m looking for someone who wants a long-term position, not just a temporary seasonal job. The right person will have an opportunity to grow in responsibility and compensation as the company grows.
WHAT I NEED HELP WITH
- Tax client intake and onboarding
- Reviewing uploaded tax documents for completeness
- W-2 and 1099 document organization
- Self-employed / Schedule C client document tracking
- Missing-document follow-up
- Client SMS/email communication
- Tax return status follow-up
- CRM and pipeline updates
- Organizing client files and notes
- Preparers' administrative support
- Tracking deadlines and outstanding items
- Tax-season client workflow
- Basic quality-control checks
- Helping maintain organized client records
- Escalating issues that require the tax preparer/owner
Depending on your experience, responsibilities may grow.
STRONG PREFERENCE FOR EXPERIENCE WITH
- TaxSlayer / TaxSlayer ProWeb
- U.S. individual income tax preparation
- Form 1040 workflow
- W-2 / 1099 clients
- Schedule C / self-employed clients
- EITC / due diligence workflow
- IRS correspondence/client follow-up
- Tax office CRM systems
- GoHighLevel
- Google Workspace
- Cognito Forms or similar intake systems
- Client portals/document management
CREDIT REPAIR IS A MAJOR BONUS
If you also have experience with any of the following, tell me:
- DisputeFox
- Credit Repair Cloud
- Credit report review
- Credit monitoring
- Dispute rounds
- Client onboarding
- CFPB/FTC workflows
- Credit client follow-up
You do NOT need both tax and credit experience to apply.
Strong U.S. tax experience alone can qualify you.
YOU MUST BE
- Detail-oriented
- Reliable
- Able to work independently
- Comfortable handling sensitive client information
- Strong in written English
- Organized with documents and deadlines
- Comfortable communicating with U.S. clients
- Able to learn my company workflow quickly
- Available for U.S. Central Time overlap
- Able to handle increased volume during tax season
I move fast and tax season moves even faster.
I need someone who notices what is missing, follows up, updates the system and keeps the file moving — without waiting for me to remind them every step of the way.
LONG-TERM OPPORTUNITY
I am not looking for someone I have to replace after tax season.
EZ Financial Solutions also operates year-round services, including credit services, business formation, tax professional training and other financial-service operations.
The right person can grow beyond basic Tax VA responsibilities over time.
I value people who are dependable, loyal, continuously learning and interested in building with the company long-term.
HOW TO APPLY
Start your application with:
I KNOW TAX
Then answer:
1. How many U.S. tax seasons have you worked?
2. What U.S. tax companies, CPA firms or tax professionals have you supported?
3. What tax software have you personally used?
4. What types of returns or tax clients did you work with?
5. What did YOU personally do during tax season?
6. Have you worked with Schedule C/self-employed clients?
7. Have you handled missing-document/client follow-up?
8. Do you have credit-repair experience? If yes, explain.
9. What CRM systems have you used?
10. What exact U.S. Central Time hours can you consistently work?
11. What is your desired monthly salary in USD?
12. How soon can you start?
13. Send a 2-minute Loom video introducing yourself and explaining your U.S. tax experience.
If you have screenshots, portfolio examples, certifications or proof of tax software experience that does not contain confidential client information, include those as well.
Generic applications that do not answer the questions will be skipped.

SKILL REQUIREMENT

Bookkeeping Customer Support Tax Preparation

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Experienced U.S. Tax VA / Tax Preparer TaxSlayer Experience Strongly Preferred

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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