Seasonal Tax Expert — CPA/EA/Attorney, Remote Support

CB Canada; Abbotsford; Remote; CAD 80,000 - 100,000; Part time

Job summary

A global financial platform company is seeking a seasonal virtual tax expert to assist TurboTax customers with tax preparation. Ideal candidates will hold active CPA, EA, or Attorney credentials and possess strong customer service skills. This role involves using video communication to interact with clients, providing tax advice, and creating positive customer experiences. Bilingual communication skills in English and Spanish are a plus.

Qualifications

• Must possess active PTIN (Preparer Tax Identification Number).
• 3+ years of experience preparing individual 1040 tax returns.
• Audit experience a plus.

Responsibilities

• Provide tax advice and preparation guidance.
• Utilize video communication tools to interact with customers.
• Document customer interactions.

Skills

Strong tax preparation experience

Excellent communication skills

Bilingual (English / Spanish)

Customer service skills

Education

Active unrestricted credential (CPA / EA / Practicing Attorney)

Job description

A global financial platform company is seeking a seasonal virtual tax expert to assist TurboTax customers with tax preparation. Ideal candidates will hold active CPA, EA, or Attorney credentials and possess strong customer service skills. This role involves using video communication to interact with clients, providing tax advice, and creating positive customer experiences. Bilingual communication skills in English and Spanish are a plus.