A financial technology company is seeking a Tax Associate for the upcoming tax season. You will help clients complete their taxes using TurboTax, needing a minimum of two years of tax preparation experience, filing over 30 returns. This fully remote role allows you to work collaboratively with a skilled team while delivering excellent customer service in a professional manner. If you have an active PTIN and are ready to assist customers with their tax needs, apply now.
Qualifications
Minimum of 2 years of experience filing 30+ federal/state individual tax returns.
Active PTIN required.
Committed to enhancing brand by delighting customers.
Responsibilities
Assist customers in completing their taxes using TurboTax products.
Provide tax advice and full service return preparation.
Document customer interactions to maintain accurate records.
Skills
Customer service skills
Experience with commercial tax preparation software
Ability to file tax returns
Job description
A financial technology company is seeking a Tax Associate for the upcoming tax season. You will help clients complete their taxes using TurboTax, needing a minimum of two years of tax preparation experience, filing over 30 returns. This fully remote role allows you to work collaboratively with a skilled team while delivering excellent customer service in a professional manner. If you have an active PTIN and are ready to assist customers with their tax needs, apply now.