Remote Credentialed Tax Expert – Expert Returns & Guidance

Jobtome; Modesto (CA); Remote; USD 39,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Jobtome is seeking a highly motivated tax professional for a fully remote role servicing TurboTax customers in the United States. The candidate must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge and proven experience preparing federal and state 1040 returns.

You will interact with customers via advanced video tools, provide tax guidance, and perform full-service return preparation and signatures.

Qualifications

• Must hold an active unrestricted credential: CPA, EA, or practicing attorney with strong tax preparation knowledge.
• 2+ years of recent federal/state individual 1040 tax return prep experience for at least 30 clients per season.
• Must possess or obtain state licenses, permits, or bonds as applicable.
• Active PTIN required.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service return preparation and signature, product questions, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Leverage government sites and professional resources to deliver accurate answers in plain language.
• Document customer interactions and contribute to KPI metrics and company goals.
• Participate in pilot projects and required trainings as needed.

Skills

CPA/EA/Attorney

Tax knowledge

Customer service

Communication skills

Video interaction

Bilingual English/Spanish

Job description

Jobtome is seeking a highly motivated tax professional for a fully remote role servicing TurboTax customers in the United States. The candidate must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge and proven experience preparing federal and state 1040 returns.

You will interact with customers via advanced video tools, provide tax guidance, and perform full-service return preparation and signatures.