Remote Tax Pro & Client Advisor

Jobtome; Huntington Beach (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Jobtome is seeking a highly motivated tax professional for a virtual role focused on TurboTax guidance and tax preparation. You will deliver expert advice, complete returns, and communicate complex tax terms in everyday language.

The position emphasizes customer empathy, adherence to policies, and training participation while meeting KPI targets. Remote work is supported with flexible hours and ongoing development opportunities.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Ability to explain tax concepts clearly and with empathy.

Responsibilities

• Interact with customers virtually using video and audio tools.
• Provide tax advice and handle full service return preparation and signature.
• Answer product questions and tax calculations; resolve inquiries.
• Document customer interactions and maintain KPI-driven performance.
• Complete required training and participate in pilots and projects.

Skills

Strong communication

Customer service

Bilingual English/Spanish

Video interactions

Tech savvy

Tools

Smartlook

Job description

Jobtome is seeking a highly motivated tax professional for a virtual role focused on TurboTax guidance and tax preparation. You will deliver expert advice, complete returns, and communicate complex tax terms in everyday language.

The position emphasizes customer empathy, adherence to policies, and training participation while meeting KPI targets. Remote work is supported with flexible hours and ongoing development opportunities.