Remote Tax Associate — 2+ yrs Tax Return Prep

Dev; San Diego (CA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial technology company is looking for Tax Associates to work remotely during tax season. Candidates should have a minimum of 2 years of paid experience in preparing federal and state tax returns and must possess an active PTIN. The role involves helping clients navigate tax complexities using TurboTax, providing full-service return preparation, and maintaining accurate records of client interactions. This is a professional and rewarding opportunity to support individuals with their tax preparations.

Qualifications

• Minimum of 2 years paid experience filing 30+ federal and state individual 1040 tax returns.
• Proficient in using commercial tax preparation software.
• Strong passion for helping clients with tax navigation.

Responsibilities

• Assist customers in completing taxes using TurboTax products.
• Provide tax advice and manage client inquiries.
• Document customer interactions accurately.

Skills

Customer service skills

Tax preparation software

Excellent communication

Understanding of federal and state tax regulations

Education

Active PTIN

Intuit Academy Level 1 badge (desirable)

Tools

TurboTax

Job description

A leading financial technology company is looking for Tax Associates to work remotely during tax season. Candidates should have a minimum of 2 years of paid experience in preparing federal and state tax returns and must possess an active PTIN. The role involves helping clients navigate tax complexities using TurboTax, providing full-service return preparation, and maintaining accurate records of client interactions. This is a professional and rewarding opportunity to support individuals with their tax preparations.