Tax Consultant - Work from Home

California Jobs; Piedmont (CA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading tax preparation services firm seeks remote tax professionals to assist clients in navigating tax complexities. You will provide expert guidance while working flexibly from anywhere. Candidates with a minimum of 2 years of experience handling individual tax returns and strong communication skills are encouraged to apply.

Benefits

401(k) savings plan with employer match

Paid sick leave

Employee stock purchase plan

Exclusive product discounts

Flexibility of remote work

Qualifications

• Minimum 2 years experience filing individual 1040 tax returns using commercial tax software.
• Active Preparer Tax Identification Number (PTIN) required.
• Comfort with video/audio tools for customer assistance.

Responsibilities

• Assist customers in completing tax returns using TurboTax products.
• Provide tax guidance and respond to inquiries with clarity.
• Maintain customer confidentiality while documenting interactions.

Skills

Customer Service

Communication

Tax Expertise

Job description

Employer Industry: Tax Preparation Services

Why consider this job opportunity:
- Competitive benefits including a 401(k) savings plan with employer match
- Paid sick leave and employee stock purchase plan
- Exclusive product discounts, including a free copy of TurboTax Live
- Flexibility of a 100% remote role
- Opportunity to earn supplemental income while helping clients navigate tax complexities

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
- 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

How to Stand Out (Preferred Qualifications):
- Experience using TurboTax products for tax preparation

#TaxPreparation #RemoteWork #FlexibleSchedule #CustomerService #TaxExpertise

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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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