Business Tax Consultant - Work From Home

California Jobs; Newport Beach (CA); Remote; USD 65,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Business Tax Consultant to work from home. This position requires expertise in managing complex business tax returns, strong customer service skills, and at least three years of experience in tax preparation. With flexible scheduling and a collaborative environment, you will engage with clients and enhance your professional growth.

Qualifications

• 3 years' experience preparing federal/state business tax returns.
• 2 seasons of personal tax experience with minimum 30 returns per year.
• Active Preparer Tax Identification Number (PTIN).

Responsibilities

• Manage complex business tax returns for Partnerships and S Corporations.
• Provide expert tax advice and client return preparation.
• Document customer interactions and troubleshoot inquiries.

Skills

Customer Service

Problem Solving

Critical Thinking

Tools

TurboTax Business

Video Communication Tools

Job description

Business Tax Consultant - Work From Home

Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within a mission-driven organization
- Work remotely with flexible scheduling options
- Engage with a diverse range of clients, enhancing your professional experience
- Supportive and collaborative work environment focused on customer success
- Chance to utilize state-of-the-art technology and software for client interactions

What to Expect (Job Responsibilities):
- Manage complex business tax returns for Partnerships and S Corporations using TurboTax Business products
- Provide expert tax advice and full-service business return preparation for clients
- Create high-quality customer interactions using video communications software
- Document customer interactions and troubleshoot tax-related inquiries
- Work towards 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 for at least 20 clients per season
- Minimum of 2 seasons of personal tax preparation experience with at least 30 tax returns per year
- Must possess an active Preparer Tax Identification Number (PTIN)
- Strong customer service skills with the ability to interact professionally via video and audio tools
- 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
- Familiarity with Circular 230 regulations
- Proficient with commercial tax preparation software
- Strong critical thinking and problem-solving skills

#FinancialServices #RemoteWork #TaxPreparation #CareerGrowth #CustomerService

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About the company

Notice

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