Remote CPA Tax Pro — 2+ Years Experience

Dev; Indianapolis (IN); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services firm is seeking a Tax Professional for a remote role where you will assist clients in filing their taxes using TurboTax. With a minimum of 2 years of experience and an active CPA, EA, or Attorney credential, you'll provide expert tax advice and ensure client satisfaction through excellent customer service. This role offers competitive benefits and the opportunity to work flexibly from home.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual tax returns.
• Passionate about helping clients navigate tax complexities.
• Excited to interact with customers via video and audio tools.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and manage product/software inquiries.
• Document customer interactions to maintain accurate records.

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 services firm is seeking a Tax Professional for a remote role where you will assist clients in filing their taxes using TurboTax. With a minimum of 2 years of experience and an active CPA, EA, or Attorney credential, you'll provide expert tax advice and ensure client satisfaction through excellent customer service. This role offers competitive benefits and the opportunity to work flexibly from home.