Remote Tax Associate — 2+ Years Tax Prep

Dev; Cincinnati (OH); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

E&O insurance provided by the company

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax preparation company is seeking a Tax Preparer to work remotely. The ideal candidate should have over 2 years of experience with 30+ individual tax returns using commercial software. Responsibilities include assisting clients with taxes and maintaining accurate records of customer interactions. This role offers a comprehensive benefits package, including a 401(k) savings plan, paid sick leave, and employee perks. Candidates must possess strong customer service skills and an active PTIN.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Hold an active PTIN.
• Passionate about helping clients with taxation.
• Committed to excellent customer service and engagement.

Responsibilities

• Help customers complete their taxes using Intuit 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

Understanding of federal and state tax regulations

Ability to interact professionally via video/audio tools

Tools

TurboTax software

Job description

A leading tax preparation company is seeking a Tax Preparer to work remotely. The ideal candidate should have over 2 years of experience with 30+ individual tax returns using commercial software. Responsibilities include assisting clients with taxes and maintaining accurate records of customer interactions. This role offers a comprehensive benefits package, including a 401(k) savings plan, paid sick leave, and employee perks. Candidates must possess strong customer service skills and an active PTIN.