Remote Tax Associate - 2+ Years Experience

Dev; Dallas (TX); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax services firm is seeking a remote Tax Preparer with at least 2 years of experience in preparing federal and state returns. You'll assist clients using TurboTax products, provide tax advice, and document interactions. The position offers flexibility and the opportunity to impact clients positively while working from home. Ideal candidates share a passion for customer service and possess strong communication skills, contributing to an inclusive workplace culture.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active PTIN and recent experience with tax returns is required.
• Passionate about helping clients navigate tax complexities.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice, return preparation, and manage software inquiries.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation knowledge

Communication skills

Tools

TurboTax

Commercial tax preparation software

Job description

A leading tax services firm is seeking a remote Tax Preparer with at least 2 years of experience in preparing federal and state returns. You'll assist clients using TurboTax products, provide tax advice, and document interactions. The position offers flexibility and the opportunity to impact clients positively while working from home. Ideal candidates share a passion for customer service and possess strong communication skills, contributing to an inclusive workplace culture.