Remote Credentialed Tax Expert

Dev; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Job summary

A leading financial software company is seeking a Credentialed Tax Expert with at least 2 years of experience in tax preparation to assist clients with their taxes remotely. The ideal candidate will have an active EA, CPA, or Practicing Attorney credential and a passion for helping customers. This role involves providing tax advice, preparing returns using TurboTax products, and ensuring customer satisfaction through excellent service.

Qualifications

• Minimum of 2 years of paid experience filing tax returns.
• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• Passionate about helping clients with taxes.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial software company is seeking a Credentialed Tax Expert with at least 2 years of experience in tax preparation to assist clients with their taxes remotely. The ideal candidate will have an active EA, CPA, or Practicing Attorney credential and a passion for helping customers. This role involves providing tax advice, preparing returns using TurboTax products, and ensuring customer satisfaction through excellent service.