Remote Credentialed Tax Expert

Dev; Boston (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company seeks a Credentialed Tax Expert to assist customers with tax preparation using TurboTax products. This fully remote position requires a minimum of 2 years of experience, an active EA, CPA, or Practicing Attorney credential, and excellent customer service skills. Responsibilities include providing tax advice and preparing returns while interacting with clients through video tools. Join a team committed to empowering clients and helping them navigate their tax obligations.

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.
• 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 manage inquiries.
• Document interactions to maintain accurate records.

Skills

Excellent customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial services company seeks a Credentialed Tax Expert to assist customers with tax preparation using TurboTax products. This fully remote position requires a minimum of 2 years of experience, an active EA, CPA, or Practicing Attorney credential, and excellent customer service skills. Responsibilities include providing tax advice and preparing returns while interacting with clients through video tools. Join a team committed to empowering clients and helping them navigate their tax obligations.