Tax Consultant - Work from Home

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

Job summary

A leading company in the Tax Preparation Services is seeking Tax Preparers for a flexible, 100% remote role. You will assist clients with their tax returns, providing expert guidance and support while enjoying competitive benefits, including a 401(k) plan and exclusive product discounts. Ideal candidates have at least 2 years of experience in tax preparation and possess strong communication skills.

Benefits

Competitive benefits including 401(k) with employer match

Paid sick leave

Exclusive product discounts including free TurboTax Live

Qualifications

• Minimum 2 years experience filing individual 1040 tax returns.
• Active Preparer Tax Identification Number (PTIN) required.
• Availability to work minimum of 20 hours per week.

Responsibilities

• Assist customers in completing tax returns using TurboTax products.
• Provide expert tax guidance and respond to inquiries professionally.
• Maintain customer confidentiality and document interactions accurately.

Skills

Customer service

Communication skills

Tax software proficiency

Job description

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Enjoy the flexibility of a 100% remote role
- Competitive benefits, including a 401(k) savings plan with employer match and paid sick leave
- Opportunity to earn supplemental income while helping clients navigate their tax returns
- Access to exclusive product discounts, including a free copy of TurboTax Live
- Engage with a best-in-class team focused on client satisfaction

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
- Passionate about helping clients understand tax complexities and maximize their returns
- Availability to work a minimum of 20 hours per week, spread across three or more days

How to Stand Out (Preferred Qualifications):
- Comfortable using video and audio tools to assist customers in a professional and friendly manner
- Must possess or obtain any necessary state licenses, certificates, permits, or bonds as required

#TaxPreparation #RemoteWork #FlexibleSchedule #CustomerService #SeasonalEmployment

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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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