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Benefits offered by this job
401(k) savings plan with matching
Paid sick leave
E&O insurance provided
Employee stock purchase plan
Employee assistance program
Product discounts
Free copy of TurboTax Live
Job summary
A leading financial services company is seeking a Tax Professional to provide tax preparation services for clients during the tax season. This remote role requires a minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software. Candidates must hold an active and unrestricted credential such as CPA, EA, or Practicing Attorney, with a strong commitment to customer service and addressing clients' needs effectively. Competitive benefits are included.
Qualifications
Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
Active PTIN and unrestricted credential as EA, CPA, or Practicing Attorney required.
Passionate about helping clients with tax preparation.
Responsibilities
Help customers complete their taxes using TurboTax products.
Provide tax advice and full service return preparation.
Document interactions to maintain accurate records.
Skills
Customer service skills
Tax preparation experience
Knowledge of tax laws
Education
Active unrestricted credential (EA/CPA/Practicing Attorney)
Tools
Commercial tax preparation software
Job description
A leading financial services company is seeking a Tax Professional to provide tax preparation services for clients during the tax season. This remote role requires a minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software. Candidates must hold an active and unrestricted credential such as CPA, EA, or Practicing Attorney, with a strong commitment to customer service and addressing clients' needs effectively. Competitive benefits are included.