Remote Credentialed Tax Expert

Dev; Cheyenne (WY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with Intuit matching

Paid sick leave

Employee stock purchase plan

Product discounts

Job summary

A leading financial services provider is looking for a Credentialed Tax Expert to assist clients during tax season. Applicants should have a minimum of 2 years of paid experience in tax preparation and hold an active, unrestricted credential such as EA, CPA, or Practicing Attorney. This position offers the flexibility to work 100% remotely. Candidates will provide tax advice, prepare tax returns, and ensure customer satisfaction through high-quality service interactions. Join us to help others navigate tax complexities while enjoying comprehensive company benefits.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual tax returns.
• Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Excited 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.
• Document interactions to maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Proficiency in commercial tax preparation software

Education

Active PTIN

Unrestricted credential (CPA/EA/Practicing Attorney)

Job description

A leading financial services provider is looking for a Credentialed Tax Expert to assist clients during tax season. Applicants should have a minimum of 2 years of paid experience in tax preparation and hold an active, unrestricted credential such as EA, CPA, or Practicing Attorney. This position offers the flexibility to work 100% remotely. Candidates will provide tax advice, prepare tax returns, and ensure customer satisfaction through high-quality service interactions. Join us to help others navigate tax complexities while enjoying comprehensive company benefits.