Tax Analyst - Work from Home

California Jobs; Newport Beach (CA); Remote; USD 52,000 - 78,000; Full time

Job summary

A reputable tax services company is seeking a remote tax preparer to assist clients with their tax returns. The role involves providing guidance on tax complexities, utilizing TurboTax products, and ensuring customer satisfaction. Candidates should have relevant experience and a PTIN, along with strong communication skills.

Benefits

401(k) savings plan with employer match

Flexible, fully remote work environment

Paid sick leave

Employee stock purchase plan

Access to exclusive product discounts

Qualifications

• Minimum 2 years experience filing individual 1040 tax returns.
• Active Preparer Tax Identification Number (PTIN) required.
• Strong customer service and communication skills essential.

Responsibilities

• Assist customers in completing their tax returns using TurboTax products.
• Provide expert tax guidance and maintain confidentiality.
• Research government resources for accurate tax assistance.

Skills

Customer Service

Communication

Tax Preparation

Job description

Employer Industry: Tax Services

Why consider this job opportunity:
- Competitive benefits including a 401(k) savings plan with employer match
- Flexible, fully remote work environment
- Paid sick leave and employee stock purchase plan
- Access to exclusive product discounts, including a free copy of TurboTax Live
- Opportunity to assist clients in maximizing their tax returns and understanding tax complexities

What to Expect (Job Responsibilities):
- Assist customers in completing their tax returns using TurboTax products
- Provide expert tax guidance, return preparation, and calculations
- Respond to product and software inquiries with professionalism and clarity
- Research and utilize government resources to ensure accurate tax assistance
- Maintain customer confidentiality while documenting interactions accurately

What is Required (Qualifications):
- Minimum 2 years of experience filing 30 individual 1040 tax returns using commercial tax software
- Active Preparer Tax Identification Number (PTIN)
- Strong customer service and communication skills
- Must possess or obtain any necessary state licenses, certificates, permits, or bonds as required
- Comfortable using video and audio tools to assist customers in a professional and friendly manner

How to Stand Out (Preferred Qualifications):
- Experience working in a remote environment
- Familiarity with TurboTax products and services

#TaxServices #RemoteWork #CustomerSupport #CareerOpportunity #FlexibleSchedule

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About the company

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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