Business Tax Associate - Work From Home

California Jobs; Anaheim (CA); Remote; USD 55,000 - 85,000; Full time

Job summary

A leading company in tax preparation services is seeking professionals to join their team. This remote position involves providing expert tax advice, working with business clients, and supporting a new product offering. Ideal candidates will have significant experience in tax preparation and customer service, with opportunities for career growth in a mission-driven environment.

Benefits

Flexible work schedule

Career growth opportunities

Supportive virtual work environment

Qualifications

• Minimum 3 years experience in business tax preparation, including for Partnerships and S Corporations.
• Strong knowledge of tax regulations and bookkeeping practices is essential.

Responsibilities

• Provide tax preparation services and expert guidance to business clients.
• Document interactions and maintain accurate records of service provided.

Skills

Tax Laws

Communication Skills

Bookkeeping

Education

Preparer Tax Identification Number (PTIN)

Tools

Commercial Tax Preparation Software

Job description

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Opportunity to work with a leading company ranked 11th on Fortune's 100 Best Companies to Work For
- Flexible work schedule with a minimum of 20 hours per week
- Chance to shape the direction of a new product offering, TurboTax Live Business
- Supportive and collaborative virtual work environment
- Strong potential for career growth within a mission-driven organization
- Engage directly with customers, providing valuable tax expertise and support

What to Expect (Job Responsibilities):
- Provide expert guidance and tax preparation services for business clients, including Partnerships and S Corporations
- Interact with customers using video communications software to assist with tax return preparation and inquiries
- Document customer interactions and maintain accurate records of services rendered
- Utilize government websites and professional resources to deliver accurate tax advice
- Work towards meeting company key performance metrics and goals

What is Required (Qualifications):
- Minimum of 3 years of recent experience in business tax preparation, including federal and state business tax returns (1065 and/or 1120-S)
- At least 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year
- Must possess an active Preparer Tax Identification Number (PTIN)
- Strong knowledge of tax laws, regulations, and bookkeeping practices
- Excellent verbal and written communication skills

How to Stand Out (Preferred Qualifications):
- Experience preparing business tax returns for service industry customers
- Bookkeeping experience related to tax preparation
- Familiarity with Circular 230 and tax compliance
- Proficient with commercial tax preparation software
- Ability to work independently in a fast-paced virtual environment

#TaxPreparation #RemoteWork #CareerGrowth #CustomerService #TurboTaxBusiness

"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.

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