Tax Associate WFH - Work From Home

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.

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

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

Position Type:
Seasonal / Flexible Part-Time

Program:
Tax Support

Pay Rate: $30/hour on a W-2 basis
, with potential flexibility for a higher pay rate based on performance on the online skills assessment.

Valid PTIN for the 2027 filing year.

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

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.

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

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

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

• Minimum 2 seasons of paid tax preparation experience.
• At least 30 completed tax returns per season through preparation and/or review experience.
• Valid PTIN for the 2027 filing year.
• Strong understanding of federal tax concepts and tax laws.
• Familiarity with Form 1040 and associated schedules
  .
• Understanding of:
• Filing Status
• Child Tax Credit
• Multi-State Taxes
• Wage Income
• Comfortable reviewing and signing tax returns prepared by another tax professional.
• Strong written communication skills, particularly the ability to create clear and actionable handoff notes.
• Strong customer service and relationship-building skills.
• Ability to explain tax information to customers in a simple and professional manner.
• Strong research and problem-solving skills.
• Comfortable using virtual/audio communication technology.
• Ability to work effectively in a team-based environment.
• College degree preferred, particularly in Accounting, Finance, Business, or Taxation
  .

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

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

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