Tax Consultant - Work from Home

California Jobs; Albany (CA); Remote; USD 125,000 - 150,000; Full time

Job summary

A leading company in Tax Services offers a fully remote role to assist clients with tax preparations. This position requires a strong tax background, including experience with individual returns and excellent communication skills. Enjoy a flexible schedule and competitive benefits while providing valuable support to clients navigating tax complexities.

Benefits

401(k) savings plan with employer match

Paid sick leave

Employee assistance program

Exclusive product discounts

Qualifications

• Minimum 2 years of experience filing 30+ individual tax returns.
• Strong customer service and communication skills.
• Comfortable using video tools for customer assistance.

Responsibilities

• Assist customers in completing their tax returns using TurboTax.
• Provide expert guidance on tax preparation and calculations.
• Respond to inquiries with professionalism.

Skills

Customer Service

Communication

Tax Knowledge

Education

Active Preparer Tax Identification Number (PTIN)

Job description

Employer Industry: Tax Services

Why consider this job opportunity:
- Opportunity to work from home in a fully remote role
- Competitive benefits including a 401(k) savings plan with employer match and paid sick leave
- Access to exclusive product discounts, including a free copy of TurboTax Live
- Employee assistance program (EAP) for additional support
- Chance to help clients navigate tax complexities and maximize their returns
- Flexible schedule with a minimum requirement of 20 hours per week

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):
- Passionate about helping clients understand tax complexities and maximize their returns
- Detail-oriented approach to tax preparation and customer interactions

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About the company

Notice

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