Remote Tax Associate - Tax Prep & Support Expert

Vaco; Fairfax (VA); Sur place; USD 34 000 - 55 000; Plein temps

Résumé du poste

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation, filing, and questions across phone, video, and messaging channels. You will act as a trusted advisor, helping customers confidently complete their returns while delivering outstanding service.

Join a team that combines tax knowledge, product expertise, and problem-solving to ensure accurate outcomes, regulatory compliance, and a positive customer experience 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.
• Strong customer service and communication skills.
• Ability to work in a fast-paced, high-volume environment.
• Must be available to work during peak (April 10-15).

Responsabilités

• 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.

Connaissances

Customer service

Communication

Federal tax returns

Tax knowledge

Outils

TurboTax

Description du poste

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation, filing, and questions across phone, video, and messaging channels. You will act as a trusted advisor, helping customers confidently complete their returns while delivering outstanding service.

Join a team that combines tax knowledge, product expertise, and problem-solving to ensure accurate outcomes, regulatory compliance, and a positive customer experience during peak season.