Seasonal Tax Associate - Fully Remote

Seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you!

Qualifications

Who You Are:

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• Passionate about helping clients navigate the complexities of taxation, committed to enhancing our brand by delighting customers and empowering them to prepare their taxes.
• Excellent customer service skills, excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need:

• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN).
• Must have (or be willing to obtain) an internet connection that meets security criteria.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.

Responsibilities

What You Will Do:

• Maintain sensitive customer, confidential, and/or proprietary business information in a responsible, reliable, and safe manner.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Use state-of-the-art video communication software to interact with customers in a responsible, reliable, and safe manner, documenting interactions to maintain accurate records.
• Interact with customers and team members in a professional manner.