Remote Tax Associate — Virtual Tax Prep Pro

Jobtome; Oakland (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Jobtome is seeking a part-time remote tax assistance specialist to help TurboTax customers with federal/state 1040 returns, tax calculations, and software questions. You will deliver expert guidance via video and audio tools, explain tax terms, and document interactions while meeting performance KPIs.

The role requires 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours weekly from the United States. Prior TurboTax knowledge a plus.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• State licenses/certifications required or able to obtain.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax returns and software questions.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Use government sites and resources to find accurate answers.
• Document customer interactions and resolve inquiries per procedures.
• Meet KPI metrics and participate in pilots and validations.
• Complete required training and development as needed.

Skills

Customer service

Video chat

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Fast-paced work

Tools

TurboTax

Smartlook

Job description

Jobtome is seeking a part-time remote tax assistance specialist to help TurboTax customers with federal/state 1040 returns, tax calculations, and software questions. You will deliver expert guidance via video and audio tools, explain tax terms, and document interactions while meeting performance KPIs.

The role requires 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours weekly from the United States. Prior TurboTax knowledge a plus.