Service bureau us tax

Position: Tax Service Bureau Virtual Assistant / Operations Support Company: Superior Tax Pros Work Type: Remote Start: Immediately Superior Tax Pros is seeking an experienced, organized, tech-savvy Virtual Assistant to help manage the day-to-day operations of our growing tax software service bureau. This is NOT a basic administrative VA position. We are looking for someone who understands the tax preparation industry and can assist our EROs, PTIN preparers, tax offices, and partners with onboarding, software support, communication, reporting, and daily service bureau operations. Responsibilities Onboard new EROs and tax preparers Assist with tax software account setup Create and maintain user accounts Help tax professionals with login and software-access issues Assist with PTIN and EFIN onboarding documentation Track EFIN offices and PTIN preparers Maintain accurate partner/client records Monitor onboarding progress Follow up with partners who have incomplete requirements Provide basic tax software technical support Escalate advanced software issues when necessary Communicate with our software provider/service bureau support Assist with bank product setup and enrollment Track software fees, enrollments, and account statuses Generate and organize service bureau reports Monitor tax office production and return activity Maintain spreadsheets and dashboards Answer partner questions through email, text, chat, and phone Schedule and assist with Zoom onboarding/training sessions Send announcements, reminders, and updates to tax partners Organize documents and electronic files Assist management with daily service bureau operations Create SOPs and document recurring processes Help ensure issues are followed through until they are resolved REQUIRED SKILLS We are especially interested in applicants with experience in: Tax Service Bureau Operations Professional Tax Preparation Software TaxSlayer Pro / TaxSlayer ProWeb experience preferred ERO Onboarding EFIN & PTIN Knowledge Tax Office Onboarding Bank Product Enrollment Tax Software Technical Support Customer Service Partner/Account Management Troubleshooting Data Entry Google Sheets Microsoft Excel Google Drive Gmail Zoom CRM Systems Slack/Skool or similar communication platforms Task Management Reporting & Tracking SOP Creation Email & SMS Communication The Right Person Must Be Extremely organized Detail-oriented Comfortable learning software quickly A strong problem solver Able to work without constant supervision Responsive during working hours Professional when communicating with our tax partners Able to manage multiple offices/accounts simultaneously Comfortable working in a fast-paced environment during tax season Able to document what they do so processes are not dependent on one person Reliable and consistent Comfortable communicating by phone, Zoom, email, and messaging platforms BIG PLUS IF YOU HAVE EXPERIENCE WITH TaxSlayer A tax software service bureau Tax preparation offices EFIN applications or EFIN onboarding PTIN onboarding Refund transfer/bank products Tax software troubleshooting Tax preparer training Managing multiple ERO offices Tax-season customer service IMPORTANT Please do not apply if your experience is limited to general VA work. We are specifically looking for someone with experience in tax preparation, tax software, financial services, SaaS/software support, or service bureau operations. When Applying, Answer These Questions: Have you ever worked for a tax software company, tax preparation company, or tax service bureau? Which professional tax software platforms have you used? Have you used TaxSlayer Pro or TaxSlayer ProWeb? Do you understand the difference between a PTIN and an EFIN? Have you ever onboarded EROs or tax preparers? Do you have experience with bank products/refund transfers? Describe a software or customer-support problem you had to troubleshoot and resolve. How many clients/accounts/offices have you managed at one time? What hours are you available? Why should we choose you for this position? Please start your proposal with the words “SUPERIOR SERVICE BUREAU” so we know you read the entire job description. We are looking for someone who can become a long-term part of our operations team, not simply complete occasional tasks.