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Virtual Tax Preparer Jobs in Puerto Rico (NOW HIRING)

Senior Advisor

Caguas, PR · On-site

$147K/yr

... analysis performed; preparing policy options and action plans; presenting analyses and ... Virtual Currency; aggressive tax planning or tax avoidance schemes; treaty issues involving United ...

Senior Advisor

Ponce, PR · On-site

$147K/yr

... analysis performed; preparing policy options and action plans; presenting analyses and ... Virtual Currency; aggressive tax planning or tax avoidance schemes; treaty issues involving United ...

Virtual Tax Preparer information

What is the difference between Virtual Tax Preparer vs Tax Advisor?

AspectVirtual Tax PreparerTax Advisor
CredentialsEnrolled Agent, CPA, or tax preparation certificationEnrolled Agent, CPA, or tax certification
Work EnvironmentRemote, online platforms, freelance or firm-basedRemote or in-office, client consultations, ongoing advisory
Employer & IndustryTax preparation companies, freelance, online platformsFinancial firms, accounting firms, independent practice

While both Virtual Tax Preparers and Tax Advisors handle tax-related tasks, Virtual Tax Preparers primarily focus on preparing and filing tax returns remotely, often during tax season. Tax Advisors provide broader financial advice, ongoing tax planning, and personalized strategies beyond just filing. The roles overlap in credentials and work environment but differ in scope and client engagement.

What are some common challenges virtual tax preparers face when working remotely, and how can they be addressed?

Virtual Tax Preparers often encounter challenges such as managing secure document exchange, maintaining clear communication with clients, and staying updated on tax law changes without in-person collaboration. To address these, it’s important to use encrypted file-sharing platforms, establish regular virtual check-ins with clients, and participate in ongoing professional development webinars. Building a strong workflow and leveraging digital tools can help maintain efficiency and client trust in a remote setting.

What are the key skills and qualifications needed to thrive as a virtual tax preparer?

To thrive as a Virtual Tax Preparer, you need strong knowledge of tax laws, attention to detail, and typically a degree in accounting or finance, with relevant certifications like an Enrolled Agent (EA) or CPA being highly valued. Proficiency in tax preparation software such as TurboTax, QuickBooks, or Drake Tax, as well as secure file-sharing platforms, is essential for efficient remote work. Excellent communication, time management, and client service skills help you stand out in supporting clients virtually and meeting deadlines. These skills ensure accurate filings, client trust, and compliance with tax regulations in a remote environment.

How much does a remote virtual tax preparer make?

A remote virtual tax preparer typically earns between $15 and $30 per hour, depending on experience, certifications, and the complexity of the tax returns handled. Annual salaries can range from approximately $30,000 to $60,000 for full-time work. Many roles also offer flexible schedules and require proficiency with tax software like TurboTax or Drake.

What is a virtual tax preparer?

A Virtual Tax Preparer is a professional who assists clients with preparing and filing their tax returns remotely, using secure online platforms, email, or video calls instead of in-person meetings. They review financial documents, identify eligible deductions and credits, and ensure compliance with tax laws. Virtual Tax Preparers often work independently or for tax preparation firms, providing convenient and efficient tax services to individuals and businesses from any location.

What does a virtual tax preparer do?

A virtual tax preparer works with clients online to gather their financial documents and prepare their annual tax returns. As a virtual tax preparer, you connect with clients over the internet and collect their W-2s, 1099 forms, and other financial documentation through a secure online portal. Then, using your knowledge of tax laws and regulations, you apply deductions and calculate your clients’ tax payments or refunds for the tax year. You submit tax returns, process payments, and send clients any tax refunds they may have earned.

What are the most commonly searched types of Tax Preparer jobs in Puerto Rico?

The most popular types of Tax Preparer jobs in Puerto Rico are:

What are popular job titles related to Virtual Tax Preparer jobs in Puerto Rico?

For Virtual Tax Preparer jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Virtual Tax Preparer jobs in Puerto Rico look for?

The top searched job categories for Virtual Tax Preparer jobs in Puerto Rico are:


Job description

WHAT IS Large Business & International (LB&I)?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
  • Position(s) are to be filled in following area(s):
    • LBI - Director Withholding Exchange/International Individual Compliance - Withholding Exchange and International Individual Compliance (WEIIC)
REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.

SPECIALIZED EXPERIENCE GS-15: To be eligible for this position, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-14 grade level in the Federal service.
Specialized experience includes:

  • Experience serving in a leadership capacity for major programs or organization-wide projects or initiatives; leading cross-functional projects; making decisions affecting organizational or divisional operations; supporting and representing executive leadership in advancing organizational priorities, program objectives, and policy initiatives; and providing recommendations to support program, policy, and operational objectives.
  • Experience researching, analyzing, and evaluating strategic management, public policy, or public administration issues; developing recommendations supported by the analysis performed; preparing policy options and action plans; presenting analyses and recommendations to executive leadership to support decision making; coordinating implementation of program or policy initiatives with internal and external stakeholders; communicating recommendations orally and in writing; and resolving technical, administrative, and tax law implementation issues.
  • Experience analyzing tax issues and providing technical advice and recommendations on matters involving Chapters 3, 4, and 61 of the Internal Revenue Code; International Individual Compliance; Virtual Currency; aggressive tax planning or tax avoidance schemes; treaty issues involving United States multinational businesses, foreign business entities, individuals, and trusts; international tax information exchange; and matters considered by the Organization for Economic Cooperation and Development (OECD) Working Party Number 10 on Exchange of Information and Tax Compliance; and providing recommendations to support executive decision making on tax administration, policy, and compliance matters.


AND
You must also meet the following requirement(s):

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens"
  • TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions.


For more information on qualifications please refer to OPM's Qualifications Standards.

Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER