Virtual Seasonal Tax Pro - CPA/EA/Attorney

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

Job summary

A leading financial platform company is seeking a seasonal tax preparation expert to assist customers with TurboTax. This remote role requires strong communication skills and active credentials like CPA or EA. The ideal candidate will have significant tax preparation experience and be proficient in using technology to provide exceptional customer service. This role will focus on enhancing customer experiences through expert guidance and problem-solving.

Qualifications

• 3+ years of recent experience preparing federal and state 1040 tax returns.
• Must have an active PTIN (Preparer Tax Identification Number).
• Strong knowledge of tax laws.

Responsibilities

• Provide expert tax advice and customer support.
• Interact with customers via virtual communication.
• Document customer interactions.

Skills

Tax preparation experience

Customer service skills

Bilingual communication (English/Spanish)

Critical thinking

Problem solving

Education

Active EA, CPA, or Practicing Attorney credential

Tools

TurboTax software

Video communication tools (SmartLook)

Job description

A leading financial platform company is seeking a seasonal tax preparation expert to assist customers with TurboTax. This remote role requires strong communication skills and active credentials like CPA or EA. The ideal candidate will have significant tax preparation experience and be proficient in using technology to provide exceptional customer service. This role will focus on enhancing customer experiences through expert guidance and problem-solving.