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

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

Job summary

A leading financial platform company is seeking a qualified professional (EA, CPA, or Practicing Attorney) to assist customers with tax preparation for TurboTax products. Strong communication skills and experience with tax returns are essential for this seasonal, virtual role focused on customer success. The ideal candidate will be proficient with technology, possess strong customer service skills, and be able to interact effectively via video communication.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
• 3 or more years of recent experience preparing federal and state individual 1040 tax returns.
• Strong customer service skills in a virtual environment.

Responsibilities

• Help TurboTax customers with tax advice and product inquiries.
• Create high-quality customer interactions using empathy.
• Document customer interactions.

Skills

Strong tax preparation experience

Excellent verbal and written communication skills

Customer service skills

Bilingual (English / Spanish)

Education

Active unrestricted credential (EA, CPA, or Practicing Attorney)

Tools

Commercial tax preparation software

Video communication software (SmartLook)

Job description

A leading financial platform company is seeking a qualified professional (EA, CPA, or Practicing Attorney) to assist customers with tax preparation for TurboTax products. Strong communication skills and experience with tax returns are essential for this seasonal, virtual role focused on customer success. The ideal candidate will be proficient with technology, possess strong customer service skills, and be able to interact effectively via video communication.