Remote Credentialed Tax Expert | Client-Facing

Jobtome; Irvine (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits program

Job summary

Jobtome is seeking an experienced tax professional to assist TurboTax customers remotely. You will guide tax preparation, provide explanations, and expedite returns using video tools. The role emphasizes customer delight, brand support, and expert tax knowledge across diverse tax scenarios.

Candidates should have active credentials (EA/CPA/Attorney) and strong communication skills, with experience in tax software and virtual client interactions.

Qualifications

• Active unrestricted credential: EA, CPA, or practicing attorney with tax knowledge

Responsibilities

• Interact with customers virtually using video software to provide tax guidance

Skills

Tax preparation

Customer service

Video/audio communication

Communication (verbal & written)

Critical thinking & problem solving

Research skills

Fast-paced work

PTIN possession

Technology proficiency

Bilingual (English/Spanish)

US residency

Tools

TurboTax software

Smartlook video software

Job description

Jobtome is seeking an experienced tax professional to assist TurboTax customers remotely. You will guide tax preparation, provide explanations, and expedite returns using video tools. The role emphasizes customer delight, brand support, and expert tax knowledge across diverse tax scenarios.

Candidates should have active credentials (EA/CPA/Attorney) and strong communication skills, with experience in tax software and virtual client interactions.