Remote Credentialed Tax Expert

Dev; Omaha (NE); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Job summary

A leading tax preparation company is seeking a Credentialed Tax Expert to assist clients with their tax returns remotely. The ideal candidate should have at least 2 years of paid experience in preparing tax filings, possess a valid EA, CPA, or Attorney credential, and have excellent customer service skills. In this role, you will engage with clients via video calls, providing advice and ensuring accurate tax return preparation, all while working from home.

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Possess an active and unrestricted credential like EA, CPA, or Practicing Attorney.
• Strong understanding of tax preparation and tax laws.

Responsibilities

• Assist customers in completing their taxes using TurboTax.
• Provide tax advice and full service return preparation.
• Use video communication to interact with customers professionally.

Skills

2+ years of tax filing experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN

EA, CPA, or Practicing Attorney credential

Tools

TurboTax

Commercial tax preparation software

Job description

A leading tax preparation company is seeking a Credentialed Tax Expert to assist clients with their tax returns remotely. The ideal candidate should have at least 2 years of paid experience in preparing tax filings, possess a valid EA, CPA, or Attorney credential, and have excellent customer service skills. In this role, you will engage with clients via video calls, providing advice and ensuring accurate tax return preparation, all while working from home.