Seasonal Tax Associate - Fully Remote

Vaco; New York (NY); Remote; USD 55,000 - 75,000; Part time

Job summary

Vaco by Highspring is seeking Tax Associates for the upcoming tax season. This is a virtual, customer-facing role. You will provide accurate tax guidance, use video tools for client interactions, and maintain precise records while protecting client information.

Requirements include 2+ years of paid tax prep experience with 30+ federal/state 1040 forms, an active PTIN, and ability to work at least 20 hours weekly across 3+ days. Contact [e-mail] for details.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns using commercial tax software.
• Active PTIN or ability to obtain one.
• Willingness to meet Security criteria for internet connection.
• Available to work a minimum of 20 hours per week across three or more days.

Responsibilities

• Maintain sensitive customer and business information securely.
• Use government websites and professional resources to provide accurate answers in everyday language.
• Interact with customers via video communication software and document interactions for records.
• Engage with customers and team members professionally.

Skills

Tax preparation experience

PTIN holder

Customer service

Video/Audio interaction

Job description

Seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you!

Qualifications

Who You Are

• As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need

• You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
• Must have (or be willing to obtain) internet connection that meets Security criteria.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.

Responsibilities

What You Will Do

• Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers in a responsible, reliable and safe manner, and you will document interactions to maintain accurate records.
• Interact with customers and team members in a professional manner

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.