Seasonal Tax Advisor & Customer Support Pro

Vaco; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation and filing across phone, video, and chat channels. The role emphasizes accuracy, product knowledge, and high-quality service to help clients complete their returns confidently.

Candidates should have 2+ years of tax prep experience, at least 30 1040s prepared, and a valid PTIN. The position requires working in a fast-paced environment with peak-season availability.

Qualifications

• 2+ years of paid tax preparation experience
• 30+ federal and state individual 1040 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
• Comfortable using multiple technology platforms simultaneously
• Must be available to work during peak (April 10-15)

Responsibilities

• Provide Customer Tax Support: assist customers with tax preparation and filing via phone, video, and chat
• Maintain Quality and Productivity: meet quality benchmarks for tNPS, SQS, productivity and satisfaction goals
• Review Tax Returns: check accuracy, identify errors or tax-saving opportunities, ensure compliance
• Deliver Product Expertise: guide customers through TurboTax features and resolve issues
• Educate and Support Customers: explain tax concepts and outcomes clearly and empathetically
• Document Customer Interactions: accurately log interactions and resolutions in required systems
• Ensure Compliance: protect confidentiality and complete required training
• Support Peak Season Operations: maintain schedule adherence and flexibility during tax season

Skills

Customer service

Communication

Multitasking

Problem solving

Education

Active PTIN

Tools

TurboTax

Job description

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation and filing across phone, video, and chat channels. The role emphasizes accuracy, product knowledge, and high-quality service to help clients complete their returns confidently.

Candidates should have 2+ years of tax prep experience, at least 30 1040s prepared, and a valid PTIN. The position requires working in a fast-paced environment with peak-season availability.