Remote Credentialed Tax Expert

Dev; Jackson (MS); On-site; USD 50,000 - 75,000; 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 customers with tax preparation using TurboTax products. The ideal candidate will have a minimum of 2 years of tax filing experience, possess an active unrestricted credential (EA/CPA/Practicing Attorney), and demonstrate excellent customer service skills. This position is fully remote, offering a chance to delight customers while providing expert tax guidance. Join us in empowering individuals as they navigate their tax responsibilities.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Strong tax preparation experience and extensive knowledge of tax laws.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Interact with customers through video and audio tools in a professional manner.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Unrestricted credential (EA/CPA/Practicing Attorney)

Tools

Commercial tax preparation software

Job description

A leading financial services company is seeking a Credentialed Tax Expert to assist customers with tax preparation using TurboTax products. The ideal candidate will have a minimum of 2 years of tax filing experience, possess an active unrestricted credential (EA/CPA/Practicing Attorney), and demonstrate excellent customer service skills. This position is fully remote, offering a chance to delight customers while providing expert tax guidance. Join us in empowering individuals as they navigate their tax responsibilities.