Remote Credentialed Tax Expert

Dev; Oakland (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Paid sick leave

Employee stock purchase plan

Free TurboTax Live copy

Job summary

A leading financial software company is seeking a Credentialed Tax Expert with a minimum of 2 years paid tax experience to join their team. This fully remote role focuses on assisting clients with their taxes using TurboTax products. Candidates must hold an active PTIN and an unrestricted credential as EA, CPA, or Practicing Attorney. Strong customer service and tax preparation skills are essential for providing excellent client support. Join the mission to empower customers in navigating tax complexities while working from the comfort of your home.

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.

Responsibilities

• Assist customers with completing their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and manage inquiries.
• Interact with customers using video communication software.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN with 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 paid tax experience to join their team. This fully remote role focuses on assisting clients with their taxes using TurboTax products. Candidates must hold an active PTIN and an unrestricted credential as EA, CPA, or Practicing Attorney. Strong customer service and tax preparation skills are essential for providing excellent client support. Join the mission to empower customers in navigating tax complexities while working from the comfort of your home.