US Tax Prep Assistant (MUST HAVE US TAX PREP EXPERIENCE)

Resurge Tax Virtual Assistant (Tax Experience Required)
Resurge Tax Solutions – Remote

Resurge Tax Solutions is seeking a reliable and detail-oriented Virtual Assistant with tax office experience to assist with administrative and client support during the 2025 tax season. This role is ideal for someone who has previously worked with a tax office and understands the workflow of tax preparation and document collection.

Responsibilities

• Respond to client calls, emails, and text messages
• Schedule appointments and manage calendars
• Assist clients with uploading tax documents to secure portals
• Organize client tax documents and digital folders
• Send client reminders, follow-ups, and document checklists
• Enter basic client information into tax software (no tax preparation required)
• Manage inbox and track client progress in CRM

Marketing & Social Media (Optional Bonus Skills)

• Post pre-made graphics to social media platforms
• Respond to social media inquiries and messages
• Track engagement on tax-season promotions
• Assist with SMS or email announcements

Requirements

• Prior tax office or tax-season experience REQUIRED
• Strong written and spoken English communication
• Excellent customer service skills
• Highly organized and detail-oriented
• Comfortable using technology, portals, and CRMs
• Ability to handle confidential financial information
• Reliable internet connection and quiet work environment

Hours & Pay

• Part-time remote position
• Workload increases January–April (tax season)
• Potential for year-round work based on performance
• $3.50 per hour

How to Apply

Send your Resume, brief introduction, and availability to:
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Include the phrase “Tax VA Application – Resurge” in your subject line.

Screening Questions (Required)

Please answer the following in your application email:

Do you have previous experience working in a tax office or assisting with tax returns? If yes, explain.

What tax software have you used before (Cloud Tax Office, Drake, ProSeries, TaxSlayer, etc.)?

Have you worked with client document portals or uploading tax documents?

What is your internet speed (upload/download)?

What hours are you available to work Monday–Friday (EST)?

Have you ever worked with U.S. clients or U.S. tax preparation offices?

On a scale of 1–10, how comfortable are you communicating with clients in English?

Applications that do not answer the screening questions will not be reviewed.