Remote Credentialed Tax Expert

Dev; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial software company seeks a Credentialed Tax Expert to assist customers in completing their taxes using TurboTax products. The ideal candidate will have at least 2 years of experience filing federal and state tax returns, possess an active EA, CPA, or Practicing Attorney credential, and demonstrate strong customer service skills. This position is fully remote, offering flexibility and the chance to work with a supportive team. If you are passionate about helping clients with their taxes, apply now to join a dynamic environment.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Passion for helping clients navigate taxation complexities.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Document interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active PTIN and unrestricted credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial software company seeks a Credentialed Tax Expert to assist customers in completing their taxes using TurboTax products. The ideal candidate will have at least 2 years of experience filing federal and state tax returns, possess an active EA, CPA, or Practicing Attorney credential, and demonstrate strong customer service skills. This position is fully remote, offering flexibility and the chance to work with a supportive team. If you are passionate about helping clients with their taxes, apply now to join a dynamic environment.