Remote Tax Associate — 2+ yrs Tax Return Prep

Dev; Houston (TX); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with matching

Paid sick leave

Employee stock purchase plan

Free TurboTax copy

Job summary

A leading financial software company is seeking a Tax Associate for remote work. This role requires a minimum of 2 years of experience filing tax returns and excellent customer service skills. The Tax Associate will assist customers using TurboTax, provide tax advice, and work with clients via video communications. Ideal candidates are passionate about helping others navigate tax processes. This opportunity offers flexibility to work from home while contributing to a vital seasonal service.

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Active PTIN required.
• Passionate about helping clients with taxation.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and manage inquiries.
• Interact with customers via video and audio tools.

Skills

Customer service skills

Experience with tax preparation software

Ability to file 30 or more tax returns

Strong communication skills

Job description

A leading financial software company is seeking a Tax Associate for remote work. This role requires a minimum of 2 years of experience filing tax returns and excellent customer service skills. The Tax Associate will assist customers using TurboTax, provide tax advice, and work with clients via video communications. Ideal candidates are passionate about helping others navigate tax processes. This opportunity offers flexibility to work from home while contributing to a vital seasonal service.