Tax Associate (Fintech)

TL;DR

Tax Associate (Fintech): Providing full-service tax return preparation and advisory services for individual and business clients within retail TurboTax locations with an accent on community engagement and customer loyalty. Focus on optimizing deductions, minimizing tax liabilities, and utilizing professional tax software to deliver accurate financial outcomes.

Location: On-site in Chicago, IL; New York, NY; or Dallas, TX. Must reside within the United States

Salary: $22.00 - $28.50 per hour (depending on location)

Company

hirify.global is a global financial technology platform powering prosperity for millions of customers via products like TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Act as a community ambassador, representing TurboTax locally and converting prospects into long-term clients through proactive outreach.
• Provide hands-on tax advice and complete preparation services for simple to complex tax situations (personal and business income, deductions).
• Facilitate discovery sessions and tax reviews to maximize refunds and provide future tax planning advice.
• Deliver a best-in-class customer experience through professional interaction both in-person and via video communication tools.
• Utilize professional tools, government resources, and CRM software to deliver accurate tax solutions.

Requirements

• Must reside within the United States.
• Possess or be able to obtain State licenses, certificates, permits, bonds, and an active Preparer Tax Identification Number (PTIN).
• Minimum 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season.
• Familiarity with Circular 230.
• Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends.

Nice to have

• Bilingual communication skills (English/Spanish).
• Experience in holistic tax advisory services beyond basic tax filing.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance rewards approach.
• Eligibility for cash bonuses and equity rewards.
• Access to comprehensive company benefits programs.
• Collaborative team environment focused on continuous improvement and feedback.