Remote Credentialed Tax Expert | CPA/EA/Attorney

Jobtome

Waukesha (WI)

Remote

USD 37,000 - 51,000

Full time

4 days ago

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Job summary

Jobtome is seeking a highly qualified tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, assist with return preparation, and explain tax concepts using video communications.

Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge, have prior 1040 experience for many clients, and be willing to work at least 20 hours weekly in a remote role.

Qualifications

Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
Must possess or be able to obtain related state licenses, permits, or bonds.
Must possess an active PTIN.
Willingness to work a minimum of 20 hours per week.
Working knowledge of Circular 230.
Proficient with technology and computer operations.

Responsibilities

Assist TurboTax customers via video interactions to provide tax advice and full service return preparation.
Resolve customer inquiries using government resources and professional materials.
Document interactions and strive toward KPI targets and program goals.
Participate in training, pilots, and continuous development as required.