Tax Support Specialist - TurboTax Expert

Vaco; California; On-site; USD 70,000 - 100,000; Full time

Job summary

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation, filing, and questions across phone, video, and chat channels. You will act as a trusted advisor, guiding customers to accurate tax outcomes and an exceptional service experience.

The role emphasizes tax knowledge, product expertise, and problem solving to ensure quality results and satisfaction during peak season and beyond.

Qualifications

• Minimum 2+ years of paid Tax Preparation experience.
• Familiar with federal and state 1040 returns.
• Active PTIN required.
• Strong customer service and communication skills.
• Available to work during peak (April 10-15).

Responsibilities

• Provide Customer Tax Support through phone, video, and chat with guidance on forms, deductions, credits, and filing requirements.
• Maintain quality by meeting tNPS and SQS targets, productivity, and customer satisfaction goals.
• Review customer tax returns for accuracy and potential errors or tax-saving opportunities, ensuring compliance with federal and state regs.
• Deliver product expertise on TurboTax and guide customers through features and filing process.
• Explain tax concepts and outcomes clearly while offering empathetic, professional service.

Skills

Customer service

Communication

Multitasking

Tax knowledge

Tools

TurboTax

Job description

Vaco by Highspring is seeking a Tax Associate to assist customers with tax preparation, filing, and questions across phone, video, and chat channels. You will act as a trusted advisor, guiding customers to accurate tax outcomes and an exceptional service experience.

The role emphasizes tax knowledge, product expertise, and problem solving to ensure quality results and satisfaction during peak season and beyond.