Tax Associate - Work from Home
Remote · United States or US
Job Summary
Tax Associate role, 100% remote in the United States, focused on helping clients complete federal and state tax returns using TurboTax products. Responsibilities include providing tax advice, full-service return preparation, tax calculations, and addressing product/software inquiries. You will use government websites and professional resources, interact with customers via video/audio tools, and document interactions to maintain accurate records. Requires a minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns, using commercial tax software (Intuit Academy Level 1 badge is eligible with 1+ year of experience). Strong customer service and clear communication skills are essential.
Required Qualifications
- Active PTIN
- Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns using commercial tax preparation software
- Intuit Academy Level 1 badge eligible with 1+ year of recent experience with 30+ paid tax returns
- Strong customer service skills and ability to interact with customers via video and audio tools
- Ability to provide tax advice, full-service return preparation, tax calculations, and manage product/software inquiries
- Proficiency with government websites and professional resources to deliver accurate tax information
- Ability to document interactions to maintain accurate records for customers
- Interest in helping clients navigate taxation and empowering them to prepare taxes
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