Remote Tax Specialist — Customer-Facing & Review Expert

ASK Consulting; Miami (FL); Remoto; USD 41.000 - 55.000; Part-time

Descrizione del lavoro

ASK Consulting is hiring a Tax Specialist to support customers through the tax-filing experience. This 100% remote, W-2 role requires at least two tax seasons and a PTIN for 2027, with pay tiers at $30/hour (non-credential) or $40/hour (credential).

You will validate returns, explain outcomes, and coordinate with tax professionals to ensure accurate filings. Flexible scheduling is offered; candidates must reside in the United States and be available across Pacific Time hours.

Competenze

• Minimum 2 seasons of paid tax preparation experience.
• At least 30 completed tax returns per season through preparation or review.
• Valid PTIN for the 2027 filing year.
• Strong understanding of federal tax concepts and tax laws.
• Familiarity with Form 1040 and associated schedules.
• Strong written communication skills and customer service abilities.

Mansioni

• Serve as a primary customer contact throughout the tax engagement.
• Conduct welcome calls, proactive outreach, client review calls, and final communications.
• Review and validate returns prepared by another tax professional.
• Identify errors and provide clear notes to the preparer for corrections.
• Review, approve, sign, and file returns when appropriate.
• Explain tax outcomes and recommendations in clear language.
• Assist customers with Tax product and software questions.
• Research tax questions using government resources and internal tools.
• Maintain accurate documentation of customer interactions.
• Collaborate with preparers and QA teams to deliver a complete experience.

Conoscenze

Federal tax concepts

Form 1040 familiarity

Customer service

Communication

Problem solving

Formazione

Bachelor's degree preferred in Accounting/Finance/Business/Taxation

Descrizione del lavoro

ASK Consulting is hiring a Tax Specialist to support customers through the tax-filing experience. This 100% remote, W-2 role requires at least two tax seasons and a PTIN for 2027, with pay tiers at $30/hour (non-credential) or $40/hour (credential).

You will validate returns, explain outcomes, and coordinate with tax professionals to ensure accurate filings. Flexible scheduling is offered; candidates must reside in the United States and be available across Pacific Time hours.