Remote CPA Tax Pro — 2+ Years Experience

Dev; Oklahoma City (OK); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free TurboTax Live copy

Job summary

A leading financial services company is seeking a Tax Professional to work from home. This role requires at least 2 years of experience in filing individual tax returns and an active CPA, EA, or Practicing Attorney credential. You will help clients navigate tax complexities, ensuring excellent customer service through video communication. Competitive benefits and a fully remote setting are included, providing flexibility and support for your career in tax preparation.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual tax returns.
• Strong tax preparation experience and deep knowledge of tax laws.
• Excited to interact with customers professionally via video/audio.

Responsibilities

• Assist customers in completing their taxes using TurboTax.
• Provide tax advice and manage product inquiries.
• Document interactions to maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

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

Tools

TurboTax

Job description

A leading financial services company is seeking a Tax Professional to work from home. This role requires at least 2 years of experience in filing individual tax returns and an active CPA, EA, or Practicing Attorney credential. You will help clients navigate tax complexities, ensuring excellent customer service through video communication. Competitive benefits and a fully remote setting are included, providing flexibility and support for your career in tax preparation.