U.S Tax Associate/ Expert

Tax Associate/Expert | Remote Are you an experienced tax professional who enjoys helping customers, reviewing tax returns, and working in a collaborative, technology-driven environment? We’re looking for a Tax Associate/Expert to join our team supporting Intuit TurboTax customers. 💼 About the Role As a Tax Associate, you’ll be the front-office face of the customer experience, combining strong tax expertise with exceptional customer service and review skills. You’ll work closely with back-office tax preparers and quality reviewers to ensure customers receive accurate, timely, and easy-to-understand tax support. 💰 COMPENSATION Tax Associate: $31–$34/hr Tax Expert: $40–$43/hr (Active CPA, EA, or Practicing Attorney required) 🔑 Key Responsibilities Serve as the primary customer point of contact throughout the engagement Conduct welcome, outreach, review, and final outcome calls Review and validate tax returns prepared by back-office preparers Sign and file returns you have reviewed Create clear and actionable Notes to Preparer Explain tax outcomes in a professional, friendly, and easy-to-understand way Assist customers with TurboTax product and software questions Research tax questions using government resources, professional tax tools, and internal resources Troubleshoot and resolve tax-related questions Accurately document customer interactions Collaborate with front-office, back-office, and quality review teams Meet or exceed quality, efficiency, and customer satisfaction KPIs ✅ Qualifications Must reside and work in the United States — no exceptions Minimum 2 seasons of paid tax preparation experience At least 30 completed returns per season (preparation and/or review) Valid PTIN for the 2027 filing year Strong knowledge of U.S. tax laws and Form 1040 and related schedules Comfortable reviewing, validating, and signing returns prepared by another professional Strong written and verbal communication skills Excellent customer service and relationship-building skills Strong research and problem-solving abilities Comfortable using video, audio, and digital communication tools Ability to work effectively in a team environment College degree preferred, particularly in Accounting, Finance, Business, or Taxation 📚 PL2 Competencies PL2 Associates must demonstrate All PL1 requirements Successful completion of the FS 1 Skills Test Knowledge of Itemized Deductions Knowledge of Retirement Income Strong review judgment and ability to identify errors Ability to create clear and actionable written handoffs 🕐 Schedule Minimum 20 hours per week Availability to work Monday–Sunday Weekend-only schedules are not available 📈 Proficiency Requirements During the proficiency period, experts must meet baseline performance standards, including: Assisted: First 150 customer contacts Full Service: First 25 reviewed/signed returns 🎁 Benefits & Perks Medical, dental, and vision benefits after 30 days of work 401(k) Additional benefits may be available after 30 days for experts maintaining a schedule of 30+ hours per week 📩 Interested? Apply now or send your resume to learn more about the opportunity! #Hiring #TaxJobs #TaxAssociate #TaxPreparation #TaxProfessional #AccountingJobs #TurboTax #CustomerService #RemoteJobs #USJobs