Tax Associate - Work from Home

California Jobs; Glendale (CA); Remote; USD 80,000 - 100,000; Part time

Job summary

Join a leading company in Tax Preparation Services, offering flexible remote work opportunities. As a Tax Professional, you will assist clients in navigating tax complexities, maintain their information securely, and deliver exceptional customer service. With competitive benefits and the chance to enhance customer satisfaction, this role is perfect for experienced tax preparers seeking supplemental income.

Benefits

401(k) savings plan with employer matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Product discounts for employees

Qualifications

• Minimum of 2 years of experience filing federal and state individual 1040 tax returns.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Ability to communicate effectively through video and audio tools.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and maintain sensitive customer information securely.
• Document customer interactions for accurate record-keeping.

Skills

Excellent customer service skills

Ability to interact professionally

Tools

Intuit TurboTax products

Job description

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Opportunity to work 100% remotely, offering flexibility and convenience
- Company benefits including a 401(k) savings plan with employer matching, paid sick leave, and employee stock purchase plan
- Free copy of TurboTax Live and product discounts for employees
- Chance to enhance customer satisfaction by helping clients navigate tax complexities
- Minimum of 20 hours per week, providing supplemental income opportunities

What to Expect (Job Responsibilities):
- Assist customers in completing their taxes using Intuit TurboTax products with professionalism and timeliness
- Provide tax advice, full-service return preparation, and manage product/software inquiries
- Maintain sensitive customer information in a responsible and secure manner
- Utilize government websites and professional resources to deliver accurate answers to customer inquiries
- Document interactions with customers 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 or be able to obtain any related State licenses, certificates, permits, or bonds, and an active Preparer Tax Identification Number (PTIN)
- Must have (or be willing to obtain) an internet connection that meets employer security criteria
- Availability to work a minimum of 20 hours per week, spread across three or more days
- Excellent customer service skills with the ability to interact professionally through video and audio tools

How to Stand Out (Preferred Qualifications):
- Previous experience with Intuit TurboTax products
- Strong communication skills and ability to simplify complex tax concepts for clients
- Familiarity with government tax regulations and resources
- Experience working in a virtual, customer-facing role
- A passion for helping others and enhancing customer experience

#TaxPreparation #RemoteWork #CareerOpportunity #CustomerService #IntuitTurboTax

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About the company

Notice

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