Tax Associate

Overview

This is a highly motivated, virtual, customer-facing role supporting customers as they prepare their taxes using tax preparation products. You’ll provide expert guidance, tax preparation assistance, and clear explanations of tax and technical terms using video communications.

Responsibilities

• Interact with customers virtually using video communications software.
• Help customers with tax returns they are working on or returns that have been delegated, including:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquiries
  • Tax calculations
• Deliver high-quality customer interactions that build confidence using empathy and extensive tax preparation knowledge.
• Use government websites, professional resources, and team expertise to find accurate answers and explain them in everyday language.
• Apply defined practices, procedures, and policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Continuously work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development determined by the business, including (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology, with solid knowledge of computer operations and software.
• Strong customer service skills, including the ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets the company’s security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Compensation & Benefits

A competitive compensation package is offered with a pay-for-performance rewards approach. The expected base pay range for this position is:

• Bay Area California $22.30 - $28.49
• Southern California $22.30 - $28.49
• Colorado $21.24 - $27.14
• Hawaii $22.30 - $28.49
• Illinois $21.24 - $27.14
• Maine $19.12 - $24.43
• Maryland $21.24 - $27.14
• Massachusetts $22.30 - $28.49
• Minnesota $19.12 - $24.43
• New Jersey $22.30 - $28.49
• New York $22.30 - $28.49
• Ohio $19.12 - $24.43
• Vermont $21.24 - $27.14
• Virginia $21.24 - $27.14
• Washington $22.30 - $28.49
• Washington DC $21.24 - $27.14

This position may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.

Location

United States (residency required). Base pay ranges vary by location as listed above.