Tax Consultant - Work from Home

California Jobs; Los Angeles (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

A prominent tax preparation services company seeks a Tax Preparer to assist clients remotely with their tax needs. Ideal candidates will have at least two years of experience in filing tax returns using commercial software and possess a PTIN. The role offers comprehensive benefits, career advancement opportunities, and a collaborative work environment focused on client satisfaction.

Benefits

Comprehensive benefits including 401(k) with matching

Paid sick leave

Employee stock purchase plan

Access to product discounts

Free copy of TurboTax Live

Qualifications

• Minimum 2 years filing 30+ federal and state 1040 tax returns.
• Excellent customer service skills required.
• Must have an internet connection meeting security criteria.

Responsibilities

• Assist customers in completing their taxes using TurboTax.
• Provide tax advice and manage product inquiries.
• Maintain accurate records of customer interactions.

Skills

Customer Service

Tax Preparation

Professional Judgment

Education

Active Preparer Tax Identification Number (PTIN)

Tools

Intuit TurboTax

Job description

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 benefits including a 401(k) savings plan with employer matching, paid sick leave, and employee stock purchase plan
- Access to product discounts and a free copy of TurboTax Live
- Supportive and collaborative work environment with a focus on client satisfaction

What to Expect (Job Responsibilities):
- Assist customers in completing their taxes using Intuit TurboTax products with sound professional judgment
- Provide tax advice, full-service return preparation, and tax calculations in a timely manner
- Manage product/software inquiries while maintaining accurate records of customer interactions
- Utilize government websites and professional resources to deliver accurate answers to customer questions
- Interact with customers and team members in a professional manner while promoting the employer's operating values

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) and any related state licenses, certificates, permits, or bonds
- Must have an internet connection that meets the employer's security criteria
- Availability to work a minimum of 20 hours per week, spread across three or more days
- Excellent customer service skills and a passion for helping clients navigate tax complexities

How to Stand Out (Preferred Qualifications):
- Experience with video communication tools for customer interaction
- Strong commitment to client satisfaction and enhancing the employer's brand

#TaxPreparation #RemoteWork #CareerGrowth #ClientSatisfaction #TurboTax

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About the company

Notice

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