U.S. Tax Operations & Quality Control Virtual Assistant (Seasonal)

About the Position

We are an established tax preparation business based in Fort Worth, Texas, seeking an experienced, highly organized U.S. Tax Operations & Quality Control Virtual Assistant to support our growing team during the upcoming tax season.

We are looking for someone with hands-on experience in U.S. individual tax preparation, IRS compliance, quality control, client file management, and team coordination.

This position requires someone who can work independently, identify errors, maintain organized records, and communicate directly with tax preparers to ensure all required documentation and compliance procedures are completed.

This is NOT an entry-level position. Previous U.S. tax preparation experience is required. During the busiest months hours will go to 40.

Key Responsibilities
Tax Preparation & Quality Control
Prepare and review individual U.S. federal tax returns (Form 1040).
Review Schedule C self-employment income and expenses.
Identify incorrect filing statuses, missing income, questionable deductions, and potential tax preparation errors.
Review returns completed by other tax preparers before submission.
Assist with correcting rejected returns and resolving software issues.
Work within TaxSlayer Pro.
IRS Compliance & Due Diligence
Review Form 8867 and applicable supporting documentation.
Check due diligence requirements for EITC, CTC/ACTC, AOTC, and Head of Household.
Ensure preparers properly complete and save due diligence notes.
Identify incomplete documentation, inconsistencies, and compliance concerns.
Flag questionable returns for management review.
Client File Management & Organization
Audit client files to ensure required documents are uploaded and properly organized.
Verify completion of client intake forms and applicable tax documents.
Ensure required signatures, supporting documentation, and preparer notes are saved.
Identify missing documents and follow up with preparers.
Maintain accurate records of incomplete and completed client files.
Ensure office documentation procedures are consistently followed.
Team Communication & Accountability
Communicate directly with tax preparers through designated team communication channels.
Follow up on missing client documents, incomplete files, and outstanding corrections.
Monitor preparers' compliance with office procedures.
Track outstanding tasks and deadlines.
Identify recurring errors and recommend additional training when necessary.
Escalate unresolved concerns to management.
Tax Office Operations & Reporting
Monitor the progress of returns throughout the preparation and review process.
Track pending, accepted, rejected, and incomplete returns.
Maintain organized quality-control and compliance tracking reports.
Provide daily updates on completed reviews, missing documents, and outstanding issues.
Assist management with keeping tax season operations organized and efficient.
Required Qualifications
Minimum 3 years of hands-on U.S. individual tax preparation experience preferred.
Strong understanding of Form 1040 and Schedule C.
Previous experience reviewing returns prepared by other tax professionals.
Knowledge of IRS due diligence requirements, including Form 8867.
Experience with TaxSlayer Pro strongly preferred.
Excellent organizational and time-management skills.
Strong attention to detail and ability to identify errors.
Excellent written English communication skills.
Comfortable communicating directly with a remote team.
Ability to manage multiple tasks and deadlines independently.
Commitment to taxpayer confidentiality and secure handling of sensitive information.
Availability during agreed U.S. Central Time working hours.

How to Apply — Please Read Carefully

To confirm that you have carefully read this entire job posting, you MUST include the word "TAXES" in the first line of your application message.

Please also include your résumé, a brief summary of your U.S. tax preparation experience, and your expected hourly rate.

IMPORTANT: Applications that do not include the word "TAXES" in the first line will not be considered or receive a response. No exceptions.

Only shortlisted applicants will be contacted for the next steps in our hiring process.