Tax Expert & Returns Specialist (TurboTax)

Vaco; New York (NY); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Vaco by Highspring in New York seeks a Tax Associate to assist customers with tax preparation, filing, and questions via phone, video, and chat. You’ll act as a trusted advisor, guiding customers through forms, deductions, credits, and filing requirements with accuracy and empathy.

Responsibilities include reviewing returns, ensuring compliance with federal/state tax laws, and delivering TurboTax product guidance. Strong communication and multi-tasking are essential for peak-season support.

Qualifications

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

Responsabilités

• Provide Customer Tax Support: Assist customers with tax preparation and filing by delivering accurate guidance through phone, video, and chat while explaining tax forms, deductions, credits, and filing requirements.
• Maintain Quality and Productivity: Meet established quality benchmarks for tNPS and SQS scores, productivity, utilization, and customer satisfaction goals.
• Review Tax Returns: Review customer tax returns for accuracy, identify potential errors or tax-saving opportunities, and ensure compliance with applicable federal and state tax regulations.
• Deliver Product Expertise: Serve as a subject matter expert on TurboTax products by guiding customers through product features, resolving technical issues, and supporting the tax filing process.
• Educate and Support Customers: Explain tax concepts, filing outcomes, and recommendations in a clear, easy-to-understand manner while providing professional, empathetic service that builds customer confidence and trust.
• Document Customer Interactions: Accurately document customer interactions, resolutions, and case details while maintaining complete and up-to-date records within required systems.
• Ensure Compliance and Professional Readiness: Protect customer confidentiality by adhering to all security, privacy, regulatory, and company policies, while completing all required tax law, compliance, product, and proctored training.
• Support Peak Season Operations: Maintain schedule adherence, attendance expectations, and operational flexibility to meet business needs during peak tax season.

Connaissances

Tax knowledge

Customer service

Communication skills

Multi-tasking

Problem solving

Outils

TurboTax

Description du poste

Vaco by Highspring in New York seeks a Tax Associate to assist customers with tax preparation, filing, and questions via phone, video, and chat. You’ll act as a trusted advisor, guiding customers through forms, deductions, credits, and filing requirements with accuracy and empathy.

Responsibilities include reviewing returns, ensuring compliance with federal/state tax laws, and delivering TurboTax product guidance. Strong communication and multi-tasking are essential for peak-season support.