Training
PTIN help & onboarding
Get set up quickly with PTIN guidance, software walkthroughs, and compliance refreshers.
50+ states
Serve clients nationwide
Remote tools
Cloud docs • e-sign • chat
Fast onboarding
PTIN help & training
Growth tracks
Reviewer • Lead • Ops
Why you’ll love working here
Craft, care, and career momentum — with a culture that rewards ownership and teamwork.
Flexibility
Remote-first workflow
Serve clients virtually with secure cloud tools and supportive live help.
Growth
Earn and advance
Competitive splits, bonuses, and clear paths into review and leadership.
Open roles
Individual
Tax Preparer (Seasonal/Remote)
- PTIN (or in-progress), customer focus, e-file comfort
- Nice to have: Drake/TaxSlayer/ProSeries/UltraTax
- Comp: competitive split + incentives
Quality
Senior Reviewer / QA
Second-line review for accuracy, credits, and consistency; mentor preparers; escalate complex issues.
Client success
Onboarding Specialist
Welcome clients, verify identity, collect docs, coordinate signatures and funding preferences.
Leadership
Team Lead (Seasonal)
Coach a pod of preparers to quality and client satisfaction goals; monitor SLAs; report metrics.
Benefits & perks
Remote-first
Work from anywhere with secure tools and flexible scheduling.
Coaching & growth
Weekly office hours, review feedback loops, and leadership paths.
Competitive pay
Transparent splits with bonuses for quality, speed, and client love.
PTIN support
Guidance for new and returning preparers.
Modern stack
Cloud docs, e-signature, transcript tools, and secure comms.
Community
A friendly team that ships, learns, and celebrates together.
What you’ll need
- Valid or in-progress PTIN (we’ll help you obtain/renew)
- Reliable internet, laptop/desktop, and quiet workspace
- Commitment to IRS due-diligence & data security standards
- Strong communication and client empathy
Security & standards
- Follow IRS PTIN rules & e-file guidance
- Maintain a written security plan (Publication 4557)
- Use the Taxes-Security-Together checklist
The tools you’ll use
Secure, fast, and production-ready — so you can focus on clients.
Cloud Docs
E-Sign
Secure Chat
Transcripts
E-File Portal