Remote Tax Specialist - Client-Facing & Review

ASK Consulting; United States; Remote; USD 41,000 - 55,000; Part time

Benefits offered by this job

Remote work

Schedule flexibility

Job summary

ASK Consulting is hiring a Tax Specialist to support customers through the tax-filing experience. This 100% remote role in the United States requires PTIN for 2027 and offers Seasonal/Part-Time hours on a W-2 basis.

You will serve as a customer-facing tax expert, reviewing returns, answering questions, and ensuring an accurate tax-filing experience. Collaboration with back-office and quality teams is essential.

Qualifications

• Minimum 2 seasons of paid tax preparation experience.
• Valid PTIN for the 2027 filing year.
• Strong understanding of federal tax concepts and Form 1040.
• Ability to explain tax information in clear language.
• Experience reviewing returns prepared by another tax professional.

Responsibilities

• Serve as primary customer contact throughout the tax engagement.
• Conduct welcome calls and client review communications.
• Review and validate tax returns prepared by others.
• Identify errors and provide notes for corrections to the preparer.
• Explain tax outcomes and recommendations to customers clearly.
• Communicate with customers using video, audio, and digital tools.
• Assist customers with Tax product and software questions.
• Research tax questions using government resources and internal tools.
• Maintain documentation of customer interactions.
• Support quality and customer-satisfaction KPIs.
• Collaborate with preparers and quality-review teams.

Skills

Tax knowledge

Customer service

Clear communication

Team collaboration

Education

College degree preferred

Job description

ASK Consulting is hiring a Tax Specialist to support customers through the tax-filing experience. This 100% remote role in the United States requires PTIN for 2027 and offers Seasonal/Part-Time hours on a W-2 basis.

You will serve as a customer-facing tax expert, reviewing returns, answering questions, and ensuring an accurate tax-filing experience. Collaboration with back-office and quality teams is essential.