Remote TurboTax Tax Support Specialist

Vaco

United States

On-site

USD 55,000 - 75,000

Full time

2 days ago
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Job summary

Vaco by Highspring seeks a Tax Associate to help customers with tax preparation, filing, and questions across phone, video, and messaging channels. You will act as a trusted advisor, explaining tax concepts, guiding through TurboTax features, reviewing returns, and documenting interactions while upholding privacy and compliance.

This role supports peak season operations and requires 2+ years of paid tax prep experience, active PTIN, and availability during April 10–15.

Qualifications

  • 2+ years paid tax preparation experience
  • 30+ federal and state 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)

Responsibilities

  • Provide customer tax support and guidance via phone, video, and chat, including explanations of forms, deductions, credits, and filing requirements
  • Maintain quality and productivity targets for tNPS, SQS, utilization, and customer satisfaction
  • Review customer tax returns for accuracy and identify potential errors or tax-saving opportunities
  • Deliver product expertise on TurboTax products and assist with tax filing process
  • Educate customers on tax concepts and outcomes in a clear, empathetic manner
  • Document customer interactions, resolutions, and case details in required systems
  • Ensure compliance with security, privacy, regulatory and company policies; complete required training
  • Support peak season operations with schedule adherence and flexibility

Skills

Tax preparation experience
Tax filing experience
Active PTIN
Knowledge of federal income tax
Customer service
Fast-paced environment
Peak season availability

Tools

TurboTax

Job description

Vaco by Highspring seeks a Tax Associate to help customers with tax preparation, filing, and questions across phone, video, and messaging channels. You will act as a trusted advisor, explaining tax concepts, guiding through TurboTax features, reviewing returns, and documenting interactions while upholding privacy and compliance.

This role supports peak season operations and requires 2+ years of paid tax prep experience, active PTIN, and availability during April 10–15.

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