Remote Tax Associate — 2+ Years Tax Prep 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 TurboTax Live subscription

Job summary

A leading financial services company is seeking a remote Tax Associate to assist clients in preparing their taxes. Candidates should have a minimum of 2 years of experience in filing federal and state tax returns and possess strong customer service skills. This role offers the flexibility to work from home while interacting with customers via video communication. Join a dynamic team and contribute to empowering clients in navigating their tax obligations.

Qualifications

• Minimum of 2 years paid experience filing individual 1040 tax returns.
• Active PTIN preferred.
• Passion for helping clients with taxation.

Responsibilities

• Assist customers with tax preparation using TurboTax.
• Provide tax advice and manage inquiries.
• Document customer interactions accurately.

Skills

Experience with state and federal tax returns

Customer service skills

Knowledge of TurboTax products

Tools

Commercial tax preparation software

Job description

A leading financial services company is seeking a remote Tax Associate to assist clients in preparing their taxes. Candidates should have a minimum of 2 years of experience in filing federal and state tax returns and possess strong customer service skills. This role offers the flexibility to work from home while interacting with customers via video communication. Join a dynamic team and contribute to empowering clients in navigating their tax obligations.