Remote Credentialed Tax Expert

Dev; Clifton (NJ); On-site; USD 75,000 - 105,000; 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 is seeking a Credentialed Tax Expert to assist clients with their taxes, leveraging your 2+ years of experience in tax preparation. This remote position involves providing advice, preparing returns, and using TurboTax products to support customers. The ideal candidate holds an active EA, CPA, or Practicing Attorney credential and possesses excellent customer service skills. Join a team that prioritizes inclusivity while helping clients navigate tax complexities.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Excellent customer service skills and ability to interact professionally.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice, full-service return preparation, 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 Credentialed Tax Expert to assist clients with their taxes, leveraging your 2+ years of experience in tax preparation. This remote position involves providing advice, preparing returns, and using TurboTax products to support customers. The ideal candidate holds an active EA, CPA, or Practicing Attorney credential and possesses excellent customer service skills. Join a team that prioritizes inclusivity while helping clients navigate tax complexities.