Tax Expert - (WFH - Work From Home)

Job Description

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

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Job Title: Tax Expert - (WFH - Work From Home)

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Location: Remote – United States (Needs to be physically present is USA)

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Position Type: Seasonal / Flexible Part-Time

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Program: Tax Support

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Pay Rate: $40/hour on a W-2 basis, with potential flexibility for a higher pay rate based on performance on the online skills assessment.

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Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD) credential.

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Valid PTIN for the 2027 filing year.

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We are looking for credentialed Tax Experts to support Client TurboTax customers through tax preparation and advisory services.

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As a Tax Expert, you’ll be the primary customer-facing tax professional, helping customers understand their tax situation, reviewing tax returns prepared by other tax professionals, and providing accurate, professional guidance.

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Key Responsibilities

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• Serve as the primary point of contact for TurboTax customers.
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• Conduct customer welcome, review, follow-up, and final outcome calls.
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• Review, validate, sign, and file tax returns prepared by other tax professionals.
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• Identify errors or missing information and provide clear Notes to Preparer .
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• Explain tax outcomes and recommendations in simple, customer-friendly language.
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• Provide tax advisory support and answer customer tax questions.
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• Conduct tax research using reliable online and government resources.
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• Communicate with customers through video, audio, and digital platforms.
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• Deliver a high-quality customer experience while meeting quality and service expectations.
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• Collaborate with back-office preparers and quality-review teams.
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Required Qualifications

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• Active, unrestricted CPA, Enrolled Agent (EA), or Practicing Attorney (JD) credential.
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• Minimum 2 seasons of paid tax preparation experience .
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• Minimum 30 individual tax returns completed per season through preparation and/or review.
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• Previous experience with a tax firm, CPA firm, or retail tax preparation environment.
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• Valid PTIN for the 2027 tax year.
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• Strong knowledge of tax laws, tax concepts, Form 1040 and related schedules .
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• Comfortable reviewing and signing returns prepared by another tax professional.
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• Strong written and verbal communication skills.
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• Strong customer service and advisory skills.
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• Ability to explain complex tax information clearly to customers.
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• Strong tax research and problem-solving skills.
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• Comfortable using video/audio communication tools in a virtual environment.
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• College degree in Accounting, Finance, Business, or Tax is preferred.
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Tax Knowledge

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Candidates should have experience with:

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• Tax Filing Status
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• Dependent Eligibility
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• Child Tax Credit
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• Multi-State Taxes
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• Wage Income
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• Tax Return Review
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Important: Scheduling Requirements

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This program provides schedule flexibility, but it is not an "work whenever you want" opportunity.

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Tax operates 7 days a week, from 5:00 AM to 9:00 PM Pacific Time.

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Candidates must:

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• Be available to work any day of the week, Monday through Sunday.
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• Commit to approximately 20 hours per week minimum.
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• Create and maintain a consistent work schedule.
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• Be able to work weekdays and weekends as part of their availability.
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• Understand that weekend-only availability is not acceptable.
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• Candidates with another full-time job may schedule their Tax hours around their existing work schedule, provided they can meet the program's availability and hour requirements.
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Ideal Candidate

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A strong fit is an experienced, credentialed tax professional who combines tax expertise, customer service, advisory skills, and strong review judgment and is comfortable working in a technology-enabled, customer-facing environment.

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About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

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ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.