Tax Support

CFS Tax Software, Inc.; Simi Valley (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Vacation & holidays

Medical & dental

401(k) plan

Job summary

CFS Tax Software, Inc. seeks tax professionals to support our customers by phone, answering tax questions related to TaxTools software. You will assist users with navigating the program and clarifying basic tax concepts.

The role suits tax pros seeking full‑time work or supplemental income during the off-season, with in-person availability at our Simi Valley office. Preference for EA/CPA and payroll experience; training provided.

Qualifications

• Experience as a tax professional.
• Ability to communicate and provide instruction over the phone to other tax professionals.
• Availability to work in person in our Simi Valley office.

Responsibilities

• Assist customers over the phone with tax-related questions pertaining to our software.
• Help users navigate the TaxTools program and explain basic tax concepts.
• When calls are down, participate in evaluating and testing the software.

Skills

Tax professional experience

Phone communication

In-person availability

Job description

Tax professionals wanted for tech support

CFS Tax Software, Inc is looking for tax professionals to assist our customers over the phone with tax-related questions pertaining to our software. Typically this involves helping the customer navigate the program or communicating about basic tax concepts. A typical day’s work might involve helping 5-30 callers. When calls are not busy, you may be asked to evaluate and test our software. The position is ideal for tax pros either looking for full‑time work or supplemental income during their offseason.

For nearly 30 years, CFS Tax Software, Inc. has developed software for tens of thousands of tax professionals nationwide. Our flagship program, TaxTools, is the most widely used program of its kind in the tax profession.

Requirements

• Experience as a tax professional
• Ability to communicate and provide instruction over the phone, often to other tax professionals
• Availability to work in person in our Simi Valley office

Preferences

• EA/CPA designation or experience with payroll processing
• Familiarity with our software is a plus, but not required as training is provided.
• Full‑time availability in January, our busiest month
• Flexible schedule tailored around your existing tax practice
• Vacation, holidays, medical, dental, generous 401(k) plan (some benefits may not be available for part‑time employees)
• Part‑time or full‑time available. We are happy to try to tailor your work schedule to your existing tax practice, although there is a strong preference for availability during our busy season in December‑January.