Tax Analyst - Work from Home - 2+ Yrs Paid Tax Experience Required

California Jobs; Los Angeles (CA); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading company in tax preparation services is seeking a Tax Analyst to work from home. This role involves assisting clients with their taxes using TurboTax products while providing excellent customer service. Ideal candidates will have at least 2 years of experience in tax preparation and a strong desire to help clients navigate tax complexities. Comprehensive benefits, including a 401(k) plan and paid sick leave, are offered.

Benefits

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Professional development resources

Qualifications

• Minimum of 2 years of paid experience with federal and state individual tax returns.
• Active Preparer Tax Identification Number (PTIN) required.
• Strong passion for helping clients with taxation.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and manage software inquiries.
• Document customer interactions to maintain accurate records.

Skills

Customer service

Attention to detail

Professional judgment

Tools

TurboTax

Job description

Tax Analyst - Work from Home - 2+ Yrs Paid Tax Experience Required

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely from the comfort of your home or office
- Comprehensive company benefits including a 401(k) savings plan with matching, paid sick leave, and employee stock purchase plan
- Access to professional development resources and tools
- Chance to make a positive impact on clients by helping them navigate taxation complexities

What to Expect (Job Responsibilities):
- Assist customers in completing their taxes using employer's TurboTax products with sound professional judgment
- Provide tax advice, full-service return preparation, and manage product/software inquiries
- Maintain sensitive customer information in a responsible and safe manner
- Utilize government websites and professional resources to deliver accurate answers to customer inquiries
- Document customer interactions to maintain accurate records

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) or be able to obtain one
- Ability to obtain any related state licenses or permits as necessary
- Must have an internet connection that meets employer's security criteria
- Availability to work a minimum of 20 hours per week across three or more days

How to Stand Out (Preferred Qualifications):
- Strong passion for helping clients navigate taxation complexities
- Excellent customer service skills and experience interacting with customers through video and audio tools
- Ability to communicate in a friendly and confident manner

#TaxPreparation #RemoteWork #CustomerService #CareerOpportunity #ProfessionalDevelopment

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About the company

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