Remote CPA Tax Pro — 2+ Years Experience

Dev; Grand Rapids (MI); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick leave

Employee stock purchase plan

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial technology company is hiring a Tax Professional to assist clients with tax returns in a fully remote position. Candidates must have an active and unrestricted CPA, EA, or Practicing Attorney credential, along with at least 2 years of experience in preparing federal and state tax returns. This role includes providing tax advice and using advanced communication tools while delighting customers. The company offers a range of benefits including a 401(k) plan, paid sick leave, and discounts on TurboTax products.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excited to interact with customers through video and audio tools.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and handle inquiries.
• Utilize video communication software to interact with customers.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial technology company is hiring a Tax Professional to assist clients with tax returns in a fully remote position. Candidates must have an active and unrestricted CPA, EA, or Practicing Attorney credential, along with at least 2 years of experience in preparing federal and state tax returns. This role includes providing tax advice and using advanced communication tools while delighting customers. The company offers a range of benefits including a 401(k) plan, paid sick leave, and discounts on TurboTax products.