Remote Part-Time Tax Advisor — Tax Prep & Support

Vaco; California; Remote; USD 30,000 - 37,000; Part time

Benefits offered by this job

100% Remote

Part-time

Job summary

Vaco by Highspring is hiring a part-time Tax Associate to assist customers with tax preparation, filing, and questions via phone, video, and chat. You’ll act as a trusted advisor, guiding customers to accurate returns while delivering a positive experience.

As a Tax Expert, you will leverage knowledge of deductions, credits, and TurboTax features, review returns for accuracy, document interactions, and maintain compliance and confidentiality.

Qualifications

• Minimum 2+ years of paid Tax Preparation experience.
• Minimum 30+ federal and state individual 1040 tax returns prepared.
• Active PTIN required.
• Knowledge of federal individual tax returns.

Responsibilities

• Provide Customer Tax Support: Assist customers with tax preparation and filing by delivering accurate guidance through phone, video, and chat while explaining tax forms, deductions, credits, and filing requirements.
• Maintain Quality and Productivity: Meet established quality benchmarks for tNPS and SQS scores, productivity, utilization, and customer satisfaction goals.
• Review Tax Returns: Review customer tax returns for accuracy, identify potential errors or tax-saving opportunities, and ensure compliance with applicable federal and state tax regulations.
• Deliver Product Expertise: Serve as a subject matter expert on TurboTax products by guiding customers through product features, resolving technical issues, and supporting the tax filing process.
• Educate and Support Customers: Explain tax concepts, filing outcomes, and recommendations in a clear, easy-to-understand manner while providing professional, empathetic service.
• Document Customer Interactions: Accurately document customer interactions, resolutions, and case details while maintaining complete and up-to-date records within required systems.
• Ensure Compliance and Professional Readiness: Protect customer confidentiality by adhering to all security, privacy, regulatory, and company policies, while completing all required tax law, compliance, product, and proctored training.
• Support Peak Season Operations: Maintain schedule adherence, attendance expectations, and operational flexibility to meet business needs during peak tax season.

Skills

Tax prep

Customer service

Communication

PTIN compliance

Tools

TurboTax

Job description

Vaco by Highspring is hiring a part-time Tax Associate to assist customers with tax preparation, filing, and questions via phone, video, and chat. You’ll act as a trusted advisor, guiding customers to accurate returns while delivering a positive experience.

As a Tax Expert, you will leverage knowledge of deductions, credits, and TurboTax features, review returns for accuracy, document interactions, and maintain compliance and confidentiality.