Tax Associate | Remote | Part-time

Pay determined based on level of experience. We tier all tax professionals to 4 PL levels that are representative of their skillset

• PL1 - Basic, Simple W2
• PL2 - Deductions/itemizing
• PL3 - Complex (Crypto/Investments/Capital Gains)
• PL4 - Self-employed (Schedule
  
  C)

The Tax Associate is responsible for assisting customers with tax preparation, tax filing, and tax-related questions through phone, video, and messaging channels. This role serves as a trusted advisor, helping customers confidently complete their tax returns while delivering exceptional customer experiences. Tax Experts leverage tax knowledge, product expertise, and problem-solving skills to ensure accurate tax outcomes and customer satisfaction.

• 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 Turbo Tax 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.

• 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)

• Experience preparing complex individual tax returns.
• Previous experience in a contact center or virtual support environment.
• Experience using Turbo Tax or similar tax preparation software.

Pay determined based on level of experience. We tier all tax professionals to 4 PL levels that are representative of their skillset

• PL1 - Basic, Simple W2
• PL2 - Deductions/itemizing
• PL3 - Complex (Crypto/Investments/Capital Gains)
• PL4 - Self-employed (Schedule
  
  C)

The Tax Associate is responsible for assisting customers with tax preparation, tax filing, and tax-related questions through phone, video, and messaging channels. This role serves as a trusted advisor, helping customers confidently complete their tax returns while delivering exceptional customer experiences. Tax Experts leverage tax knowledge, product expertise, and problem-solving skills to ensure accurate tax outcomes and customer satisfaction.

• Provide…