Remote Tax Associate — Tax Return Expert (Peak Season)

Vaco; Atlanta (GA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Vaco by Highspring seeks a Tax Associate to assist customers with tax preparation and filing via phone, video, and chat, guiding them through forms, deductions, and credits. The role emphasizes accuracy, customer satisfaction, and confidentiality in a fast-paced environment.

The position focuses on delivering expert tax guidance, reviewing returns for errors, and supporting TurboTax product usage while maintaining professional communication and compliant practices.

Qualifikationen

• Strong customer service and communication skills.
• Ability to work in a fast-paced, high-volume environment.
• Comfortable using multiple technology platforms simultaneously.

Aufgaben

• 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.

Kenntnisse

Customer service

Communication skills

Multitasking

Problem solving

Jobbeschreibung

Vaco by Highspring seeks a Tax Associate to assist customers with tax preparation and filing via phone, video, and chat, guiding them through forms, deductions, and credits. The role emphasizes accuracy, customer satisfaction, and confidentiality in a fast-paced environment.

The position focuses on delivering expert tax guidance, reviewing returns for errors, and supporting TurboTax product usage while maintaining professional communication and compliant practices.