Remote Tax Associate — 2+ Years Tax Returns

Dev; San Jose (CA); Remote; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Free TurboTax Live copy

Employee assistance program

Zusammenfassung

A leading financial services provider is looking for a remote Tax Associate in San Jose, California. The role requires a minimum of 2 years of experience filing federal and state tax returns, excellent customer service skills, and proficiency with TurboTax. Associates will provide tax advice and full-service return preparation, all while working from home. This position supports an inclusive employment ecosystem and empowers individuals in managing their taxes effectively.

Qualifikationen

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Passion for helping clients navigate taxation complexities.
• Ability to interact confidently with customers via video/audio.

Aufgaben

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and manage customer inquiries.
• Document interactions to maintain accurate records.

Kenntnisse

Customer service skills

Experience with tax preparation software

Knowledge of federal and state tax returns

Tools

TurboTax

Jobbeschreibung

A leading financial services provider is looking for a remote Tax Associate in San Jose, California. The role requires a minimum of 2 years of experience filing federal and state tax returns, excellent customer service skills, and proficiency with TurboTax. Associates will provide tax advice and full-service return preparation, all while working from home. This position supports an inclusive employment ecosystem and empowers individuals in managing their taxes effectively.