Tax Associate | 100% Remote | Part-time

About the role

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.

Responsibilities

• 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.

Requirements

• 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)

Schedule

• Part-time
• 100% Remote
• Availability required during peak period (April 10‑15)

Benefits

• Eligible for discretionary bonuses
• Participation in medical, dental, and vision benefits
• Company retirement plan (or similar)

Pay

$22/hr – $27/hr on W2; pay determined based on level of experience.

Tax professionals are tiered into four PL levels reflecting skillset:

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