Business Tax Analyst - Work From Home

California Jobs; Anaheim (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

A financial services company offers a remote tax preparation role, focusing on serving business clients. You'll provide expert guidance and support for tax returns, emphasizing customer satisfaction and utilizing technology to deliver accurate solutions. Candidates should have significant experience in business tax returns and strong communication skills, aiming for growth within the organization.

Benefits

Flexible scheduling options

Opportunity for career advancement

Qualifications

• Minimum 3 years preparing federal and state business tax returns.
• Experience with at least 20 clients per season.
• Strong customer service and communication abilities.

Responsibilities

• Provide expert guidance on tax preparation for businesses.
• Assist TurboTax customers through video communications.
• Document customer interactions and meet performance metrics.

Skills

Customer service skills

Verbal communication

Written communication

Critical thinking

Problem-solving skills

Education

Preparer Tax Identification Number (PTIN)

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely while helping customers with their tax needs
- Supportive and collaborative work environment with a focus on customer success
- Chance to shape the direction of innovative products like TurboTax Live Business
- Strong emphasis on work-life balance with flexible scheduling options

What to Expect (Job Responsibilities):
- Provide expert guidance and tax preparation services for business tax returns, including Partnerships and S Corporations
- Interact with TurboTax Business customers through video communications to assist with tax advice and return preparation
- Create high-quality customer interactions that instill confidence and satisfaction
- Utilize government websites and professional resources to deliver accurate tax solutions
- Document customer interactions and work towards meeting company performance metrics

What is Required (Qualifications):
- Minimum of 3 years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season
- Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per tax year
- Must possess an active Preparer Tax Identification Number (PTIN)
- Strong customer service skills and excellent verbal and written communication abilities
- Must reside in the United States and have an internet connection that meets security criteria

How to Stand Out (Preferred Qualifications):
- Bookkeeping experience with books to tax preparation
- Experience preparing business tax returns for service industry customers
- Proficiency in technology and solid knowledge of computer operations and software
- Working knowledge of Circular 230
- Critical thinking and problem-solving skills

#FinancialServices #TaxPreparation #RemoteWork #CareerOpportunity #CustomerService

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

About the company

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.