Tax Associate

Overview

This virtual, customer-facing role supports customers as they complete their taxes using TurboTax products. The position focuses on providing expert guidance, tax preparation support, and clear explanations of tax and technical terms, while delivering high-quality customer experiences.

Responsibilities

• Use video communications software (Smartlook) to interact with customers.
• Assist customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquiries
  • Tax calculations
• Create high-quality customer interactions that build confidence using customer empathy and extensive tax preparation expertise.
• Use government websites, professional resources, and team expertise to research and deliver accurate answers using everyday language.
• Follow defined practices, procedures, and policies to troubleshoot and resolve tax advice and tax preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete all required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (training requirements may change based on business needs).

Requirements

• 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.
• Willingness and availability to work a minimum of 20 hours per week.
• Proficiency with technology, including solid knowledge of computer operations and software.
• Strong customer service skills; able to interact professionally, friendly, and confidently through video and audio tools.
• Excellent verbal and written communication skills.
• Strong 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 organization’s security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Compensation & Benefits

• Competitive compensation package with pay for performance rewards.
• Expected base pay range (by location):
  • 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
• Eligibility for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

• Must reside in the United States.
• This is a virtual role.