Remote Tax Associate — 2+ Years Tax Prep Experience

Dev; Harrisburg (Dauphin County); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Product discounts

Job summary

A leading financial services company seeks a Tax Associate to join their remote team. Ideal candidates should have at least 2 years of paid experience in preparing federal and state individual tax returns, using commercial software like TurboTax. The role involves assisting clients with tax preparations and providing excellent customer service. Strong communication skills and a passion for helping clients are essential. This position allows for flexible remote work while contributing to a mission of empowering clients to manage their taxes effectively.

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Excellent customer service and communication skills.
• Ability to interact with customers professionally via video/audio.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions to maintain accurate records.

Skills

Customer service

Tax preparation

Communication skills

Client interaction

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial services company seeks a Tax Associate to join their remote team. Ideal candidates should have at least 2 years of paid experience in preparing federal and state individual tax returns, using commercial software like TurboTax. The role involves assisting clients with tax preparations and providing excellent customer service. Strong communication skills and a passion for helping clients are essential. This position allows for flexible remote work while contributing to a mission of empowering clients to manage their taxes effectively.