Remote Tax Associate — Expert Tax Prep & Virtual Support

Jobtome; Modesto (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Jobtome is hiring a virtual Tax Preparer to assist TurboTax customers with tax returns, advice, and explanations of tax terms. You will interact with customers via video and support full-service return preparation and signatures.

The role requires 2+ years of 1040 prep experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• PTIN possession and ability to obtain state licenses.
• Knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• U.S. residency required.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find correct answers in everyday language.
• Apply procedures and policies to resolve tax advice and preparation inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Jobtome is hiring a virtual Tax Preparer to assist TurboTax customers with tax returns, advice, and explanations of tax terms. You will interact with customers via video and support full-service return preparation and signatures.

The role requires 2+ years of 1040 prep experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.