A leading financial software company is seeking a Credentialed Tax Expert with a minimum of 2 years of paid tax experience to support customers during the tax season. You will provide tax advice, complete tax returns, and assist clients effectively while working remotely. An active credential (EA, CPA, or Practicing Attorney) is required. This position is ideal for individuals with a passion for customer service and a strong knowledge of tax laws. join our team to help clients navigate their tax needs successfully.
Qualifications
Minimum of 2 years of paid experience filing 30+ federal and state individual tax returns.
Passionate about helping clients navigate taxation complexities.
Excellent communication skills using video/audio tools.
Responsibilities
Help customers complete their taxes using TurboTax products.
Provide tax advice and full service return preparation.
Interact with customers using video communication software.
Skills
Customer service skills
Tax preparation experience
Knowledge of tax laws
Use of commercial tax software
Education
Active, unrestricted credential (EA, CPA, or Practicing Attorney)
Job description
A leading financial software company is seeking a Credentialed Tax Expert with a minimum of 2 years of paid tax experience to support customers during the tax season. You will provide tax advice, complete tax returns, and assist clients effectively while working remotely. An active credential (EA, CPA, or Practicing Attorney) is required. This position is ideal for individuals with a passion for customer service and a strong knowledge of tax laws. join our team to help clients navigate their tax needs successfully.