Tax Preparer

Tax Associate

provides virtual tax support to customers, helping them file accurately and confidently.

Responsibilities

• Review customer financial documents and prepare and verify individual tax returns.
• Guide users through tax software, explaining credits, deductions, and applicable IRS/state requirements in clear language.
• Research complex tax questions to ensure responses are accurate and compliant with current regulations.
• Document each customer interaction and maintain thorough records.
• Work in a collaborative, data-driven environment to improve customer outcomes.

Qualifications & Skills

• Strong knowledge of individual tax preparation, credits, deductions, and IRS/state rules.
• Ability to explain tax concepts clearly and provide customer-focused guidance.
• Detail-oriented with strong accuracy and compliance mindset.
• Comfort researching and applying current tax regulations to customer scenarios.
• Effective communication and documentation skills.