Remote Tax Associate — 2+ Years Experience

Dev; San Jose (CA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax software company is seeking a Tax Professional to assist customers in completing their tax filings remotely. The ideal candidate should have at least 2 years of experience preparing individual federal and state tax returns, possess a current PTIN, and demonstrate strong customer service skills. Responsibilities include providing tax advice, preparing returns, and engaging with clients through video communication tools. This is a full-time remote position offering comprehensive benefits and a supportive team environment.

Qualifications

• Minimum of 2 years paid experience filing 30+ federal and state individual 1040 tax returns.
• Active PTIN is required for the position.
• Excellent customer service skills and communication abilities are essential.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions to maintain accurate customer records.

Skills

Customer service skills

Tax preparation software

Federal and state tax laws

Tools

Intuit TurboTax

Video communication software

Job description

A leading tax software company is seeking a Tax Professional to assist customers in completing their tax filings remotely. The ideal candidate should have at least 2 years of experience preparing individual federal and state tax returns, possess a current PTIN, and demonstrate strong customer service skills. Responsibilities include providing tax advice, preparing returns, and engaging with clients through video communication tools. This is a full-time remote position offering comprehensive benefits and a supportive team environment.