Tax Analyst - Work from Home

California Jobs; Los Angeles (CA); Remote; USD 40,000 - 70,000; Full time

Job summary

A leading company in tax preparation services is seeking a remote tax preparer. The role involves assisting clients with tax filings using TurboTax, providing expert advice, and ensuring accurate documentation. Candidates should have at least 2 years of experience and an active PTIN, along with strong customer service skills.

Benefits

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

E&O insurance provided

Qualifications

• Minimum 2 years experience filing 30+ federal/state individual tax returns.
• Active PTIN required for tax preparation.
• Excellent customer service skills.

Responsibilities

• Assist customers in completing their taxes with TurboTax.
• Provide tax advice and full-service return preparation.
• Document customer interactions and maintain records.

Skills

Customer service

Tax preparation

Communication

Tools

TurboTax

Job description

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Opportunity to work 100% remotely, allowing for a flexible work environment
- Competitive company benefits including a 401(k) savings plan with employer matching, paid sick leave, and employee stock purchase plan
- Access to Intuit's provided E&O insurance and free copy of TurboTax Live
- Opportunity to enhance customer satisfaction and empower clients in their tax preparation
- Collaborate with an exceptional team while working from the comfort of your home or office

What to Expect (Job Responsibilities):
- Assist customers in completing their taxes using Intuit TurboTax products with sound professional judgment
- Provide tax advice, full-service return preparation, and tax calculations
- Maintain sensitive customer and proprietary business information responsibly
- Utilize government websites and professional resources to deliver accurate answers to customer inquiries
- Document customer interactions to maintain accurate records and ensure professional communication

What is Required (Qualifications):
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software
- Must possess an active Preparer Tax Identification Number (PTIN) and be able to obtain any related state licenses, certificates, permits, or bonds
- Availability to work a minimum of 20 hours per week, spread across three or more days
- Internet connection that meets employer security criteria
- Excellent customer service skills and the ability to interact with customers confidently through video and audio tools

How to Stand Out (Preferred Qualifications):
- Experience working in a virtual customer-facing role
- Knowledge of Intuit TurboTax products and services
- Strong understanding of tax regulations and compliance
- Ability to communicate complex tax concepts in everyday language

#TaxPreparation #RemoteWork #CustomerService #CareerOpportunity #FlexibleHours

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About the company

Notice

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