Remote Credentialed Tax Expert
Dev
14 days+
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Benefits offered by this job
Job summary
A leading tax software company is seeking a Credentialed Tax Expert for the upcoming tax season. This fully remote role involves assisting customers with tax filings using TurboTax products and providing expert tax advice. Ideal candidates will possess an unrestricted credential such as CPA or EA and have at least 2 years of relevant experience. Excellent customer service skills are essential, as you will interact with clients through video and audio platforms, ensuring they receive the support needed to navigate their tax complexities.
Qualifications
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
- Strong experience in tax preparation with extensive knowledge of tax laws.
- Excited to interact with customers through video and audio tools.
Responsibilities
- Help customers complete their taxes using Intuit TurboTax products.
- Provide tax advice, full service return preparation, and manage inquiries.
- Document interactions to maintain accurate records.
Skills
Customer service skills
Tax preparation experience
Knowledge of tax laws
Communication (video/audio)
Education
Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney)
Tools
TurboTax products
Job description
A leading tax software company is seeking a Credentialed Tax Expert for the upcoming tax season. This fully remote role involves assisting customers with tax filings using TurboTax products and providing expert tax advice. Ideal candidates will possess an unrestricted credential such as CPA or EA and have at least 2 years of relevant experience. Excellent customer service skills are essential, as you will interact with clients through video and audio platforms, ensuring they receive the support needed to navigate their tax complexities.
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