Remote Tax Associate - 2+ Years Experience

Dev; Oakland (CA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) savings plan with Intuit matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial software company is searching for a fully remote Tax Preparer with at least 2 years of experience in preparing federal and state tax returns. This role requires proficiency in TurboTax and commercial tax software, along with excellent customer service skills to provide tax advice and support. Candidates must have an active PTIN and be excited to work directly with clients through video communication. Enjoy the flexibility of working from home while helping others prepare their taxes.

Qualifications

• Minimum of 2 years of paid experience filing federal and state 1040 tax returns.
• Active PTIN and eligibility with 1+ year experience on 30 or more paid tax returns.
• Excited to interact with customers using video and audio tools.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and manage product/software inquiries.
• Document interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation proficiency

Tax law knowledge

Communication skills

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial software company is searching for a fully remote Tax Preparer with at least 2 years of experience in preparing federal and state tax returns. This role requires proficiency in TurboTax and commercial tax software, along with excellent customer service skills to provide tax advice and support. Candidates must have an active PTIN and be excited to work directly with clients through video communication. Enjoy the flexibility of working from home while helping others prepare their taxes.