Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required

California Jobs; Anaheim (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company in tax preparation services is seeking a Business Tax Analyst for a remote position. The candidate will provide expert tax guidance and preparation services for business tax returns, engage with customers, and uphold high performance metrics. Join a supportive team focused on customer success and career growth with flexible working conditions.

Benefits

Flexible work environment

Career advancement opportunities

Qualifications

• Minimum 3 years of experience preparing federal/state business tax returns.
• Strong communication skills required.
• Proficient with tax preparation technology.

Responsibilities

• Provide expert guidance and tax preparation for complex business tax returns.
• Assist TurboTax Business customers with tax advice and inquiries.
• Document and troubleshoot tax preparation issues.

Skills

Customer Service

Communication

Critical Thinking

Problem Solving

Research

Education

Preparer Tax Identification Number (PTIN)

Job description

Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Flexible work environment with the possibility of remote work
- Work with a top-ranked company on Fortune's 100 Best Companies to Work For
- Engage directly with customers, providing valuable tax preparation and advice
- Supportive and innovative team culture focused on customer success

What to Expect (Job Responsibilities):
- Provide expert guidance and tax preparation services for complex business tax returns for Partnerships and S Corporations
- Assist TurboTax Business customers with tax advice, full service business return preparation, and product inquiries
- Create high-quality customer interactions that instill confidence and satisfaction
- Document customer interactions and troubleshoot tax advice and return preparation issues
- Work continuously toward meeting company key performance metrics and participate in pilot testing and projects

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 year, strongly preferred
- Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
- Active Preparer Tax Identification Number (PTIN) required
- Strong customer service skills and excellent verbal and written communication abilities

How to Stand Out (Preferred Qualifications):
- Bookkeeping experience with books to tax preparation is strongly preferred
- Experience preparing business tax returns for service industry customers strongly preferred
- Proficient with technology and solid knowledge of computer operations and software
- Familiarity with Circular 230 and its guidelines
- Strong critical thinking, problem-solving, and research skills

#TaxPreparation #RemoteWork #CareerGrowth #CustomerService #TurboTaxBusiness

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About the company

Notice

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