Join our virtual Tax Expert Team

You’ll be talking to them through email, live chat, audio and video technology. During a typical call, a client will talk to you on major popular video conferencing softwares like Ring Central, Zoom, Google Meet, Skype, etc. Before you take any calls or respond to emails, we walk you through detailed training for your role.

You have the option to work in the office or work virtually. Working virtually allows you to choose the best location that suits you. Most of our credentialed tax experts work at home in an area where they can handle calls privately. Just because you choose to work remotely doesn’t mean you’ll ever be on your own. Every day, you’ll work together with other tax experts to solve clients’ problems and maybe grow your own expertise.

As a credentialed tax expert, we will provide you with all of the softwares you will need to help clients. You will need a laptop or desktop computer, microphone, speakers & webcam with dedicated high-speed internet connection. For those who choose to work remotely, it’s common for tax experts to set up a home office or an area with a desk and chair where they can handle calls.

Yes, there will be thorough training on every aspect of the role, including:

• detailed expectations for the role
• the software you’ll use to prepare tax returns and tax planning projections
• the software you’ll use to conduct video calls with clients
• technical training to improve knowledge and skills
• how to handle common situations and more.

Initial training is approximately 2 weeks to complete training, a mix of self-led and live sessions. At any point, whether it’s before, during, or after training, there will always be support available for you

We serve our clients, 5 days a week from 9am to 5pm ET. We planned our time so we can avoid the “working late hours” tax season madness. We do not encourage working on weekends or after hours. We want our tax experts to go grab a beer with friends or hangout with their families. We value results than counting hours per work day.

You will be paid an annual salary. You are also eligible for a bonus paid out at the end of the year based upon performance. Performance depends on client feedback, client retention, issue resolution, and completion of assigned work.

This is not a sales position. But you will receive a 15% of the monthly fee or fixed fee for any new client you bring in and retain. Even if you leave our firm, you will continue to receive your fee as long as the client remains with our firm. Fair enough!

In addition to the following items, you will also be required to pass a background check.

• If you are a Certified Public Accountant, Enrolled Agent, or a practicing attorney, make sure your credentials are current, active, and in good standing.
• Once you apply online, you will be contacted by one of our tax experts who will then complete a phone screen.
• If you continue in the process, our tax expert will then contact you to complete an assessment and video interview.

JS Morlu has you covered! We have the plans in place to ensure that if any common issues arise, we have your back.