Remote Credentialed Tax Expert

Dev; Rochester (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Credentialed Tax Expert to assist clients in tax preparation. The role is remote and requires at least 2 years of experience filing individual tax returns with an active EA, CPA, or practicing attorney credential. Excellent customer service skills and computer proficiency are essential, as this position involves direct interaction with customers through video calls. Benefits include a 401(k) plan and various employee perks.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns using commercial tax preparation software.
• Possess active, unrestricted credential with strong tax preparation experience.
• Excellent customer service skills and adept at video communication.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice and manage inquiries via video and audio communication.
• Document interactions to maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Unrestricted credential: EA, CPA or Practicing Attorney

Job description

A leading financial services company is seeking a Credentialed Tax Expert to assist clients in tax preparation. The role is remote and requires at least 2 years of experience filing individual tax returns with an active EA, CPA, or practicing attorney credential. Excellent customer service skills and computer proficiency are essential, as this position involves direct interaction with customers through video calls. Benefits include a 401(k) plan and various employee perks.