Remote Credentialed Tax Expert

Dev; Odessa (TX); On-site; USD 50,000 - 70,000; 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 software company is seeking a Credentialed Tax Expert with at least 2 years of paid tax experience. This role entails assisting clients with their tax preparations using TurboTax products in a 100% remote setting. Ideal candidates possess an active CPA, EA, or Attorney credential, have excellent customer service skills, and are passionate about helping clients navigate tax complexities. This position offers various benefits including a 401(k) plan with matching and employee discounts.

Qualifications

• Minimum of 2 years filing 30+ federal and state individual 1040 tax returns using commercial software.
• Strong tax preparation experience with an unrestricted credential.
• Ability to interact with customers via video and audio in a professional manner.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions to maintain accurate records.

Skills

Knowledge of tax laws

Excellent customer service

Experience with tax preparation software

Education

Active PTIN

CPA/EA/Practicing Attorney credential

Job description

A leading financial software company is seeking a Credentialed Tax Expert with at least 2 years of paid tax experience. This role entails assisting clients with their tax preparations using TurboTax products in a 100% remote setting. Ideal candidates possess an active CPA, EA, or Attorney credential, have excellent customer service skills, and are passionate about helping clients navigate tax complexities. This position offers various benefits including a 401(k) plan with matching and employee discounts.