Remote Tax Associate (Part-Time) — TurboTax Expert

Vaco; Atlanta (GA); Remote; USD 30,000 - 37,000; Part time

Benefits offered by this job

Remote work

Part-time

Job summary

Vaco by Highspring seeks a Tax Associate for part-time, 100% remote work in the United States. The role focuses on tax preparation, filing, and advisory support via phone, video, and chat, leveraging TurboTax knowledge and strong customer service.

Requirements include 2+ years of paid tax prep, 30+ 1040 returns, and an active PTIN. Compensation is $22–$27/hr on W2, with pay based on experience and capabilities during peak season.

Qualifications

• Minimum 2+ years of paid Tax Preparation experience.
• Minimum 30+ federal and state individual 1040 tax returns prepared.
• Active PTIN required.
• Knowledge of federal individual income tax returns.

Responsibilities

• Provide Customer Tax Support: Assist customers with tax preparation and filing by delivering accurate guidance through phone, video, and chat while explaining tax forms, deductions, credits, and filing requirements.
• Maintain Quality and Productivity: Meet established quality benchmarks for tNPS and SQS scores, productivity, utilization, and customer satisfaction goals.
• Review Tax Returns: Review customer tax returns for accuracy, identify potential errors or tax-saving opportunities, and ensure compliance with applicable federal and state tax regulations.
• Deliver Product Expertise: Serve as a subject matter expert on TurboTax products by guiding customers through product features, resolving technical issues, and supporting the tax filing process.
• Educate and Support Customers: Explain tax concepts, filing outcomes, and recommendations in a clear, easy-to-understand manner while providing professional, empathetic service that builds customer confidence and trust.
• Document Customer Interactions: Accurately document customer interactions, resolutions, and case details while maintaining complete and up-to-date records within required systems.
• Ensure Compliance and Professional Readiness: Protect customer confidentiality by adhering to all security, privacy, regulatory, and company policies, while completing all required tax law, compliance, product, and proctored training.
• Support Peak Season Operations: Maintain schedule adherence, attendance expectations, and operational flexibility to meet business needs during peak tax season.

Skills

Customer service

Communication

Tax knowledge

Tax preparation

Problem solving

Multi-platform use

Education

Active PTIN

Tools

TurboTax

Job description

Vaco by Highspring seeks a Tax Associate for part-time, 100% remote work in the United States. The role focuses on tax preparation, filing, and advisory support via phone, video, and chat, leveraging TurboTax knowledge and strong customer service.

Requirements include 2+ years of paid tax prep, 30+ 1040 returns, and an active PTIN. Compensation is $22–$27/hr on W2, with pay based on experience and capabilities during peak season.