Remote Tax Associate — 2+ yrs Tax Return Prep

Dev; Atlanta (GA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free access to TurboTax Live

Job summary

A financial services company is seeking a Tax Associate to work from home, assisting customers with tax preparation using TurboTax. Candidates should have at least 2 years of paid experience in filing individual tax returns and possess strong customer service skills. This role offers the flexibility of remote work and involves interacting with clients to help navigate tax-related queries. Ideal for those passionate about client support and taxation.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active PTIN and preferably an Intuit Academy Level 1 badge with experience.
• Passion for helping clients navigate taxation complexities.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice, return preparation, and manage product inquiries.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Experience with commercial tax preparation software

Knowledge of federal and state individual 1040 tax returns

Job description

A financial services company is seeking a Tax Associate to work from home, assisting customers with tax preparation using TurboTax. Candidates should have at least 2 years of paid experience in filing individual tax returns and possess strong customer service skills. This role offers the flexibility of remote work and involves interacting with clients to help navigate tax-related queries. Ideal for those passionate about client support and taxation.