Remote Tax Associate — 2+ yrs Tax Return Prep

Dev; Newport (RI); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free TurboTax copy

Job summary

A leading financial services company is seeking a Tax Associate to provide remote assistance in tax preparation during the upcoming tax season. Ideal candidates have at least 2 years of experience in filing 30 or more tax returns, possess an active PTIN, and demonstrate excellent customer service skills. This role allows collaboration with a diverse team while providing tax advice and helping clients navigate their tax responsibilities from the comfort of their homes.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
• Possession of an active PTIN.
• Commitment to providing excellent customer experience.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full-service return preparation.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Experience with tax preparation software

Ability to communicate professionally

Job description

A leading financial services company is seeking a Tax Associate to provide remote assistance in tax preparation during the upcoming tax season. Ideal candidates have at least 2 years of experience in filing 30 or more tax returns, possess an active PTIN, and demonstrate excellent customer service skills. This role allows collaboration with a diverse team while providing tax advice and helping clients navigate their tax responsibilities from the comfort of their homes.