Tax Associate - (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 Associate - (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 (TurboTax)

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Non-Credential Candidate - $30/hour on a W-2 basis, with potential flexibility for a higher pay rate based on performance on the online skills assessment test score.

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Credential Candidate (CPA / EA / JD) - $40/hour on a W-2 basis, with potential flexibility for a higher pay rate based on performance on the online skills assessment test score.

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Valid PTIN for the 2027 filing year.

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We are hiring Tax Specialist to support customers through the Tax tax-filing experience.

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This is not a traditional high-volume tax preparation role . You will serve as a customer-facing tax expert, helping customers understand their tax situation, answering questions, reviewing returns prepared by other tax professionals, and ensuring customers receive an accurate and confident tax-filing experience.

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You’ll work as part of a team that includes front-office tax associates, back-office preparers, and quality review professionals.

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This role combines tax expertise + customer service + tax review .

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What You'll Do

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1. Serve as a primary customer contact throughout the tax engagement.
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2. Conduct welcome calls, proactive customer outreach, client review calls, and final customer communications.
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3. Review and validate tax returns prepared by another tax professional.
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4. Identify potential errors or missing information and provide clear Notes to Preparer for corrections.
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5. Review, approve, sign, and file returns when appropriate, including returns you did not personally prepare.
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6. Explain tax outcomes and recommendations to customers in clear, easy-to-understand language.
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7. Communicate with customers using video, audio, and digital communication tools.
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8. Assist customers with Tax product and software-related questions.
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9. Research tax questions using government resources, professional tax tools, and internal resources.
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10. Apply established tax procedures and best practices to resolve customer questions.
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11. Maintain accurate documentation of customer interactions.
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12. Work toward quality, efficiency, and customer satisfaction KPIs.
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13. Collaborate closely with preparers and quality-review teams to deliver a complete customer experience.
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What We're Looking For

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1. Minimum 2 seasons of paid tax preparation experience.
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2. At least 30 completed tax returns per season through preparation and/or review experience.
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3. Valid PTIN for the 2027 filing year.
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4. Strong understanding of federal tax concepts and tax laws.
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5. Familiarity with Form 1040 and associated schedules .
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6. Understanding of:
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7. Filing Status
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8. Dependent Eligibility
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9. Child Tax Credit
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10. Multi-State Taxes
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11. Wage Income
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12. Comfortable reviewing and signing tax returns prepared by another tax professional.
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13. Strong written communication skills, particularly the ability to create clear and actionable handoff notes.
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14. Strong customer service and relationship-building skills.
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15. Ability to explain tax information to customers in a simple and professional manner.
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16. Strong research and problem-solving skills.
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17. Comfortable using virtual/audio communication technology.
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18. Ability to work effectively in a team-based environment.
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19. College degree preferred, particularly in Accounting, Finance, Business, or Taxation .
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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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1. Be available to work any day of the week, Monday through Sunday .
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2. Commit to approximately 20 hours per week minimum .
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3. Create and maintain a consistent work schedule.
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4. Be able to work weekdays and weekends as part of their availability.
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5. Understand that weekend-only availability is not acceptable .
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6. 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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Weekly Hour Guidelines

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1. Minimum: Approximately 20 hours/week
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2. Typical maximum: Approximately 35 hours/week
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3. Typical daily maximum: Approximately 7 hours/day
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4. Hours are managed through the client's scheduling system.
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Work Location

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1. 100% Remote
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2. Candidates must reside and work within the United States .
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3. U.S.-based candidates can be considered across the country.
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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.