Remote Credentialed Tax Expert

Dev; Bozeman (MT); On-site; USD 60,000 - 120,000; 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 technology company is looking for a Credentialed Tax Expert with at least 2 years of paid tax experience. This position offers the opportunity for remote work, allowing you to support clients in filing their taxes using TurboTax. You will provide excellent customer service, handle tax inquiries, and ensure compliance with tax laws. Strong tax preparation experience and an active EA, CPA, or Practicing Attorney credential are essential for this role.

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 and full service return preparation.
• 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 looking for a Credentialed Tax Expert with at least 2 years of paid tax experience. This position offers the opportunity for remote work, allowing you to support clients in filing their taxes using TurboTax. You will provide excellent customer service, handle tax inquiries, and ensure compliance with tax laws. Strong tax preparation experience and an active EA, CPA, or Practicing Attorney credential are essential for this role.