A financial platform company is seeking a passionate individual to guide customers in preparing their taxes using TurboTax products. This remote, seasonal role requires an active CPA, EA, or Attorney credential, with a strong emphasis on customer service and technological proficiency. Ideal candidates will have over three years of tax preparation experience and excellent communication skills, including a bilingual ability in English and Spanish being a plus.
Qualifications
Must have active PTIN (Preparer Tax Identification Number).
3+ years of experience preparing federal and state individual 1040 tax returns.
Audit experience with IRS and state tax authorities is a plus.
Responsabilités
Provide tax advice and assist clients with tax return preparation.
Create quality customer interactions through video communication.
Utilize government websites and professional resources for accurate answers.
Connaissances
Tax preparation experience
Communication skills
Proficiency with technology
Customer service skills
Bilingual (English / Spanish)
Formation
Active unrestricted credential (CPA / EA / Practicing Attorney)
Outils
TurboTax software
Video communication software (SmartLook)
Description du poste
A financial platform company is seeking a passionate individual to guide customers in preparing their taxes using TurboTax products. This remote, seasonal role requires an active CPA, EA, or Attorney credential, with a strong emphasis on customer service and technological proficiency. Ideal candidates will have over three years of tax preparation experience and excellent communication skills, including a bilingual ability in English and Spanish being a plus.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.