Remote Credentialed Tax Expert

Dev; New Orleans (LA); On-site; USD 50,000 - 80,000; 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 services company is seeking a Credentialed Tax Expert to assist clients with their tax preparation needs during the tax season. This remote position requires a minimum of 2 years of experience in preparing individual tax returns and an active credential such as CPA or EA. The ideal candidate will have exceptional customer service skills and a solid understanding of tax laws. Join us to make a positive impact in people's financial lives.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual tax returns.
• Possess active EA, CPA, or Practicing Attorney credential.
• Excellent customer service skills to assist clients effectively.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide accurate tax advice and support using clear language.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Communication skills

Education

Active PTIN

Credentialed EA, CPA, or Practicing Attorney

Tools

TurboTax software

Job description

A leading financial services company is seeking a Credentialed Tax Expert to assist clients with their tax preparation needs during the tax season. This remote position requires a minimum of 2 years of experience in preparing individual tax returns and an active credential such as CPA or EA. The ideal candidate will have exceptional customer service skills and a solid understanding of tax laws. Join us to make a positive impact in people's financial lives.