Tax Associate

Magnit Global; United States; Remote; USD 43,000 - 47,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Magnit Global is seeking a Tax Associate in the United States to serve as the front-office face of the engagement, guiding customers and validating returns prepared by the back office before they go out the door. This role emphasizes customer service, advisory skills, and precise writing; you may sign and file work you did not personally prepare and use TurboTax tools to explain tax outcomes to clients.

The position requires a minimum 20 hours per week and strong teamwork across front office,

Qualifications

• Must reside and work within the United States.
• Minimum two seasons of paid tax preparation experience, with at least 30 completed returns per season.
• Strong written communication and ability to produce clear handoff notes (Notes to Preparer).
• Valid PTIN for the 2027 filing year.

Responsibilities

• Serve as the primary point of contact across the engagement.
• Conduct signer review of returns prepared by the back office.
• Produce clear, structured Notes to Preparer documentation.
• Communicate tax outcomes to customers using TurboTax tools.
• Assist customers with product and software inquiries.
• Create high-quality customer interactions and build confidence.
• Research using government resources and professional tools to provide accurate answers.
• Support the success of front office, back office, and quality review teams.
• Apply procedures to troubleshoot tax questions.
• Document all customer interactions per company standards.
• Aim to meet or exceed KPIs for quality, efficiency, and satisfaction.

Skills

Customer service

Written communication

Team collaboration

Research skills

Attention to detail

Education

College degree preferred

Tools

TurboTax tools

Tax research tools

Job description

The Tax Associate is part of a team‑of‑experts' model, working alongside back‑office preparers and quality review to deliver Full-Service Tax Preparation and Assisted Tax Support to Client TurboTax customers. In this model, the Tax Associate is the front‑office face of the engagement — the person hired for advisory and relationship skills first, not prep volume. While strong tax knowledge is essential, this role is fundamentally a customer‑service and review role: guiding, supporting, and reassuring customers, and validating the accuracy of returns prepared by the back office before they go out the door.

This role is ideal for professionals who excel in fast‑paced, technology‑enabled environments, who take pride in a shared team outcome, and who are comfortable reviewing and signing work they did not personally prepare.

About the Proficiency Levels

These posting covers four proficiency levels of the Tax Associate role. The duties, qualifications, and benefits below are the same at every level. Your level and hourly pay rate are based on the tax topics you can demonstrate competency in and the skills tests you pass, and each level builds on the one before it. See the Proficiency Levels section for the pay rate and requirements at each level.

Duties & Responsibilities

• Serve as the primary point of contact across the engagement, including the welcome call, proactive outreach when a customer goes quiet, the client review call, and delivering the final outcome to the customer.
• Conduct signer review of returns prepared by the back office: validating accuracy and compliance, catching anything that may have been missed, and being willing to sign and file work you did not personally prepare.
• Produce clear, structured "Notes to Preparer" documentation — written handoffs that another expert must be able to act on directly. Precision in writing is as important as tax knowledge in this role.
• Communicate with customers through Client’s video, audio, and digital tools, translating the tax outcome into something the customer understands, in a professional, friendly, and confident manner.
• Assist customers with product and software inquiries, ensuring they understand how to navigate TurboTax tools effectively.
• Create high‑quality customer interactions that build confidence through empathy, professionalism, and deep tax expertise.
• Utilize government resources, professional tax tools, and internal team knowledge to research and provide accurate answers in plain, customer‑friendly language.
• Support and champion the success of every role in the chain — front office, back office, and quality review — recognizing that every return is a shared team outcome, not a solo work product.
• Apply established procedures, policies, and best practices to troubleshoot and resolve tax‑related questions.
• Document all customer interactions thoroughly and accurately in accordance with company standards.
• Work consistently toward meeting or exceeding company KPI metrics, including quality, efficiency, and customer satisfaction.

Required Skills & Qualifications

• Must reside and work within the United States (no exceptions).
• Comfort and confidence reviewing, validating, and signing tax returns prepared by another preparer — this role is a reviewer role, not a solo‑practitioner role.
• Strong written communication skills, with the ability to produce clear, structured handoff documentation (e.g., Notes to Preparer) that another expert can act on without ambiguity.
• Minimum two seasons of paid tax preparation experience, with at least 30 completed returns per season (preparation and/or review experience).
• Valid PTIN for the 2027 filing year.
• Strong knowledge of tax laws, tax concepts, and familiarity with Form 1040 and associated schedules.
• Demonstrated advisory and relationship‑building skills; ability to translate tax outcomes into clear, understandable guidance for customers.
• Ability to work collaboratively within a team — front office, back office, and quality review — to ensure accurate and timely tax return preparation.
• Excellent research skills and the ability to quickly locate reliable information using online resources.
• Comfortable using audio/virtual communication tools to interact with customers in a professional, brand‑aligned manner.
• Strong customer service skills, with the ability to carry a heavier, more concentrated customer‑facing caseload — customer service is central to this role, not a supporting skill.
• Must schedule and work a minimum of 20 hours per week (Monday–Sunday); weekend-only schedules are not available.
• College degree preferred; ideal backgrounds include business, finance, accounting, or taxation.

Pay Transparency:

• This is the pay range that Magnit reasonably expects to pay someone for this position is $31.00 – $34.00 per hour on W2, based on proficiency level.
• Benefits: Eligibility for medical, dental, and vision benefits (after 30 days of work) 401(k)
• Experts may qualify for additional benefits after 30 days of employment when maintaining a schedule of at least 30 hours per week. Eligibility ends if weekly hours drop below this requirement.