Virtual Seasonal Tax Pro - CPA/EA/Attorney

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

Job summary

A leading financial platform company is seeking a seasonal virtual tax preparation advisor to assist customers with their returns using TurboTax products. The role requires active certification such as EA or CPA, strong communication skills, and experience with tax preparation. Applicants should have excellent customer service abilities and the capability to work independently. This position offers flexible work arrangements, making it ideal for motivated individuals who excel at problem-solving and customer interaction.

Qualifications

• 3+ years of recent experience preparing 1040 tax returns.
• Audit experience with IRS and state tax authorities is a plus.
• Dedicated hardwired internet connection required.

Responsibilities

• Provide expert guidance using TurboTax products.
• Aid customers with tax advice and software inquiries.
• Document customer interactions.

Skills

Customer service skills

Communication skills

Proficient with technology

Critical thinking

Problem solving

Bilingual communication (English/Spanish)

Education

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

PTIN (Preparer Tax Identification Number)

Job description

A leading financial platform company is seeking a seasonal virtual tax preparation advisor to assist customers with their returns using TurboTax products. The role requires active certification such as EA or CPA, strong communication skills, and experience with tax preparation. Applicants should have excellent customer service abilities and the capability to work independently. This position offers flexible work arrangements, making it ideal for motivated individuals who excel at problem-solving and customer interaction.