Virtual Tax Specialist

What We Are Looking For

We are looking for a "workhorse" Virtual Tax Specialist for a high-volume, remote contract position. This role is strictly focused on the efficient production and filing of tax returns. If you thrive in a fast-paced environment where you can put your head down and process a high quantity of complex returns without the distraction of tax planning or consulting, this is the role for you.

• $28 - $30 per hour

• Part Time/Flexible Hours

• Fully Remote

Sourced. is a highly collaborative, team oriented, value and culture driven company. We live by our four core values - Serve Generously, Deliver Excellence, Do The Right Thing, and Team Before Self - and expect the same level of dedication to the values from any new team member we bring on. We invite you to see more about our Company Culture at

• Prepare and file complex federal and state income tax returns (e.g., 1040, 1120, 1120‑S, 1065) with a high level of accuracy.

• Manage a large volume of primarily business tax returns (some individual tax returns)

• Using Drake Tax Software manage a "churn and burn" workflow across the following forms:

• 1040:
  Individual returns (high volume).

• 1065:
  Partnership returns.

• 1120 & 1120‑S: C‑Corp and S‑Corp returns.

• 990:
  Non‑Profit returns.

• Multi‑State/Complex:
  Experience with multi‑state filings and complex entity structures is a significant plus.

• Provide daily/weekly status updates on your queue.

• Proactively flag missing documentation or "blockers" to leadership immediately.

• Stay current on the latest IRS regulations and state‑specific tax laws to ensure 100% compliance and avoid penalties.

• Utilize secure, cloud‑based portals and tax software to maintain organized, confidential client files.

• Minimum of 3 years of hands‑on, high volume business and individual tax preparation experience

• Active PTIN (Preparer Tax Identification Number) required.

• Highly proficient with Drake Tax Software and MS Excel.

• Have a secure, private home office setup with high‑speed internet and experience using virtual tools (Zoom, Slack, Secure Portals).

• Proven track record of handling a large volume of tax returns.

• Possess the availability and high capacity necessary during the core tax season (January - April).

• Able to spot inconsistencies in financial data and maintain high standards of accuracy under tight deadlines.

• Possess a highly communicative approach to staying in sync with account managers about progress and status of tax returns.