Remote Credentialed Tax Expert (CPA/EA/Attorney)

Jobtome; Wilmington (NC); Remote; USD 32,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Jobtome seeks a qualified tax advisor to assist TurboTax customers remotely. You will provide expert tax guidance, perform or review tax returns, and help customers understand complex tax terms using clear language.

Required credentials include CPA/EA/Attorney, with 2+ years' federal/state 1040 preparation experience and PTIN. A wired home internet connection is essential. This role is remote and nationwide within the United States.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney.
• 2+ years federal/state 1040 prep for at least 30 clients per season.
• Ability to obtain required state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.
• Experience with government websites and tax software.

Responsibilities

• Interact with customers virtually using video and audio tools.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms clearly and guide customers using plain language.
• Document customer interactions and maintain KPI targets.
• Participate in training and pilot projects as needed.

Skills

Communication skills

Customer service

Problem solving

Verbal communication

Written communication

Technical skills

Bilingual

Education

CPA

EA

Practicing Attorney

PTIN

Tools

Smartlook

Job description

Jobtome seeks a qualified tax advisor to assist TurboTax customers remotely. You will provide expert tax guidance, perform or review tax returns, and help customers understand complex tax terms using clear language.

Required credentials include CPA/EA/Attorney, with 2+ years' federal/state 1040 preparation experience and PTIN. A wired home internet connection is essential. This role is remote and nationwide within the United States.