Remote CPA Tax Pro — 2+ Years Experience

Dev; Milwaukee (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax software company is seeking a Tax Professional to provide remote tax preparation services. The ideal candidate will have a minimum of 2 years experience preparing individual 1040 tax returns and possess an active CPA, EA, or Practicing Attorney credential. This role involves collaborating with clients through video tools, offering tax advice, and ensuring accurate documentation of customer interactions. Enjoy flexible remote work with comprehensive company benefits, including a 401(k) plan, paid leave, and product discounts.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Ability 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 tax calculations.
• Document interactions to maintain accurate records.

Skills

Excellent customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Commercial tax preparation software

Job description

A leading tax software company is seeking a Tax Professional to provide remote tax preparation services. The ideal candidate will have a minimum of 2 years experience preparing individual 1040 tax returns and possess an active CPA, EA, or Practicing Attorney credential. This role involves collaborating with clients through video tools, offering tax advice, and ensuring accurate documentation of customer interactions. Enjoy flexible remote work with comprehensive company benefits, including a 401(k) plan, paid leave, and product discounts.