Remote Credentialed Tax Expert

Dev; Oshkosh (WI); 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

Free copy of TurboTax Live

Job summary

A leading tax software company is seeking a Credentialed Tax Expert to support customers during the tax season. This remote position requires a minimum of 2 years of experience in preparing taxes and a valid CPA, EA, or Practicing Attorney credential. You'll assist clients in filing their taxes using TurboTax, providing expert advice and customer service. This role allows you to work from home while being part of a dedicated team focusing on customer empowerment and satisfaction.

Qualifications

• Minimum of 2 years of paid experience filing federal and state 1040 tax returns.
• Active and unrestricted credential: EA, CPA, or Practicing Attorney.
• Passionate about helping clients navigate tax complexities.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice and manage product inquiries.
• Document interactions and maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active CPA, EA, or practicing attorney credential

Tools

TurboTax

Job description

A leading tax software company is seeking a Credentialed Tax Expert to support customers during the tax season. This remote position requires a minimum of 2 years of experience in preparing taxes and a valid CPA, EA, or Practicing Attorney credential. You'll assist clients in filing their taxes using TurboTax, providing expert advice and customer service. This role allows you to work from home while being part of a dedicated team focusing on customer empowerment and satisfaction.