Remote Seasonal Tax Preparer | Beginner Friendly | Training & Software Provided

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Timely Tax Solutions is expanding for the upcoming tax season and is looking for motivated individuals who want to learn the tax preparation industry, earn seasonal income, and build their own client base.

NO PRIOR TAX PREPARATION EXPERIENCE IS REQUIRED.

We provide the tax training, professional tax software, ongoing support, and marketing resources you need to learn how to confidently prepare tax returns.

This is a remote, seasonal opportunity, making it ideal for motivated individuals looking for flexible work, additional income, or an opportunity to develop a valuable skill that can grow year after year.

What You'll Learn

Our training is designed to teach you more than simply entering numbers into tax software.

You'll learn how to:

  • Prepare and electronically file individual income tax returns
  • Understand common tax forms and filing statuses
  • Identify deductions and tax credits clients may legally qualify for
  • Help clients maximize their tax refund
  • Review client documentation for accuracy and completeness
  • Navigate professional tax preparation software
  • Communicate confidently with clients about the tax filing process
  • Follow tax preparation procedures and compliance requirements
  • Build and maintain your own book of tax clients
  • Market yourself effectively during tax season
  • Create repeat clients and referrals year after year

We Provide

✅ Beginner-friendly tax preparation training
✅ Professional tax preparation software
✅ Continued support throughout tax season
✅ Marketing materials you can use online and in person
✅ Social media content and promotional resources
✅ Guidance on finding and converting tax clients
✅ A remote work environment
✅ Flexible seasonal schedule
✅ Opportunity to return for future tax seasons
✅ Potential opportunities for growth and leadership as you gain experience

IMPORTANT — Client Marketing Is Part of This Opportunity

This is not a traditional hourly remote position where clients are automatically assigned to you all day.

Successful tax preparers are expected to actively market themselves and build their own client base.

Timely Tax Solutions will provide marketing materials, promotional content, resources, training, and support to help you attract clients, but your willingness to promote your services, network, ask for referrals, post on social media, and bring in clients is essential to your success.

You do not need to already have a large following or hundreds of clients. But having a following does help.

You DO need to be willing to learn how to market yourself.

If you're coachable, consistent, comfortable communicating with people, and willing to put yourself out there, we'll help teach you the rest.

What We're Looking For

You may be a great fit if you are:

  • 18 years of age or older
  • Reliable and professional
  • Comfortable working remotely
  • Comfortable using a computer and learning new software
  • Willing to complete tax preparation training
  • Detail-oriented
  • Good at communicating with people
  • Willing to market yourself and find clients
  • Active or willing to become active on social media
  • Able to protect sensitive client information
  • Motivated by performance and growth
  • Coachable and willing to learn
  • Available during the upcoming tax season

Sales, customer service, finance, bookkeeping, banking, insurance, real estate, or social media experience can be helpful but is NOT required.

PTIN Requirement

Paid federal tax return preparers are required to obtain their own valid IRS Preparer Tax Identification Number (PTIN) before preparing federal tax returns for compensation.

If you're new to the industry, guidance regarding this process will be provided during onboarding.

Who This Opportunity Is Great For

This may be a strong fit for:

  • Beginners wanting to enter the tax industry
  • College students
  • Parents looking for flexible seasonal work
  • People with full-time jobs looking for additional seasonal income
  • Entrepreneurs
  • Sales and customer-service professionals
  • Social media creators
  • People who already have a strong personal network
  • Anyone interested in developing a skill they can continue using every tax season

This May NOT Be For You If...

You are looking for a position where you can log in, wait for work to be assigned to you, and collect a guaranteed paycheck without actively building clientele.

We're looking for POTENTIAL FUTURE BUSINESS OWNERS

We'll provide the tools, training, software, marketing resources, team support, and system.

You bring the work ethic, consistency, professionalism, and willingness to build.

Why Timely Tax Solutions?

Our goal isn't simply to recruit seasonal preparers.

We want to develop knowledgeable tax professionals who can build strong client relationships, grow their clientele each year, and potentially take on greater opportunities within Timely Tax Solutions as they gain experience. The Eventually get help opening and running your own firm.

For the right person, tax preparation can become much more than a seasonal side hustle. It can become a valuable skill, an additional income stream, and the beginning of a long-term business opportunity.

Ready to learn a new skill and build your own tax client base?

Apply today.

Please submit your application and briefly tell us:

  • Why you're interested in becoming a tax preparer.
  • Whether you have any previous tax, sales, customer-service, or marketing experience. (Experience is not required.)
  • How comfortable you are promoting your services on social media and within your personal network.
  • Approximately how many hours per week you can commit during tax season.

Timely Tax Solutions

Pay: $15,000.00 - $50,000.00 per year

Benefits:

  • Flexible schedule
  • Professional development assistance

Work Location: Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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