Remote Tax Associate — 2+ Years Tax Returns

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

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading financial technology company is seeking a Tax Associate to assist customers with tax preparation using TurboTax products. Candidates should have over 2 years of experience filing individual tax returns and be proficient in customer service. This remote position offers the opportunity to work from home while helping clients navigate tax complexities. The ideal applicant is passionate about customer interaction and can communicate effectively through video tools.

Qualifications

• Minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns.
• Excellent customer service skills and comfortable interacting with clients through video and audio tools.
• Passionate about helping clients navigate taxation complexities.

Responsibilities

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

Skills

Customer service skills

Knowledge of tax preparation software

Ability to communicate complex information

Job description

A leading financial technology company is seeking a Tax Associate to assist customers with tax preparation using TurboTax products. Candidates should have over 2 years of experience filing individual tax returns and be proficient in customer service. This remote position offers the opportunity to work from home while helping clients navigate tax complexities. The ideal applicant is passionate about customer interaction and can communicate effectively through video tools.