Remote Tax Pro & 1040 Expert

Jobtome; New Haven (CT); Remoto; USD 29.000 - 39.000; Tempo parcial

Benefícios oferecidos por esta vaga

Cash bonus

Equity rewards

Benefits

Resumo da vaga

Jobtome is seeking a tax preparation specialist for a virtual, customer-facing role. You will guide customers through tax returns using TurboTax software, offering tax advice and full service return preparation with signature. Strong communication and tech skills are essential.

Responsibilities include handling inquiries via video and audio tools, documenting interactions, and achieving KPI metrics. 20+ hours per week, US residency, and optional bilingual English/Spanish are valued.

Qualificações

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service skills and professional communication via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, handle product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Leverage government resources and team expertise to deliver accurate answers in everyday language.
• Document customer interactions and follow defined practices for troubleshooting and resolving inquiries.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training including compliance and skill development as determined by the business.

Conhecimentos

Tax prep experience

PTIN

Circular 230

Bilingual English/Spanish (plus)

Video/telecommunication customer care

Remote 20+ hrs/week

US residency

Strong communication

Tech proficiency

Ferramentas

TurboTax software

Smartlook

Web conferencing tools

Descrição da vaga

Jobtome is seeking a tax preparation specialist for a virtual, customer-facing role. You will guide customers through tax returns using TurboTax software, offering tax advice and full service return preparation with signature. Strong communication and tech skills are essential.

Responsibilities include handling inquiries via video and audio tools, documenting interactions, and achieving KPI metrics. 20+ hours per week, US residency, and optional bilingual English/Spanish are valued.