Senior Tax Associate - Work from Home

Posted 1 day agoViewed

💎 Seniority level: Senior, 2+ years

📍 Location: United States

🗣️ Languages: English

⏳ Experience: 2+ years

🪄 Skills: Communication SkillsCustomer serviceAccountingAttention to detailProblem-solving skillsComputer skillsCustomer support

Active PTIN and unrestricted credential: EA, CPA, or Practicing Attorney.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
Strong tax preparation experience.
Extensive knowledge of tax laws.
Excellent customer service skills.

Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice.
Provide full service return preparation.
Provide tax calculations.
Manage product/software inquiries.
Utilize government websites and team expertise to deliver the right answer to the customer.
Use video communication software to interact with customers.
Document interactions to maintain accurate records.

Posted 1 day ago

📍 United States

🔧 Requirements

Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
Active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).

💡 Responsibilities

Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
Utilize government websites, professional resources, and team expertise to deliver the right answer to the customer using everyday language.

Customer serviceAccountingExcellent communication skillsCustomer support

Posted 1 day ago