A leading financial software company is seeking a Credentialed Tax Expert to assist customers with their tax returns using TurboTax products. This role requires a minimum of 2 years of tax preparation experience and an active EA, CPA, or Practicing Attorney credential. You will work 100% remotely, providing tax advice and managing customer interactions via video communication. This position is open to candidates in the United States who are passionate about enabling clients to navigate tax complexities.
Qualifications
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
Strong customer service skills and passion for helping clients.
Responsibilities
Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice and full service return preparation.
Interact with customers using video communication software.
Skills
Customer service skills
Tax preparation experience
Knowledge of tax laws
Tools
TurboTax
Commercial tax preparation software
Job description
A leading financial software company is seeking a Credentialed Tax Expert to assist customers with their tax returns using TurboTax products. This role requires a minimum of 2 years of tax preparation experience and an active EA, CPA, or Practicing Attorney credential. You will work 100% remotely, providing tax advice and managing customer interactions via video communication. This position is open to candidates in the United States who are passionate about enabling clients to navigate tax complexities.