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Benefits offered by this job
401(k) savings plan with Intuit matching
Paid sick leave
Employee stock purchase plan
Free copy of TurboTax Live
Job summary
A leading financial services company is seeking a Tax Agent to assist clients with their taxes using TurboTax products. This full-time role requires a minimum of 2 years of paid experience in tax preparation, alongside an active EA, CPA, or Practicing Attorney credential. You'll provide excellent customer service virtually, helping customers navigate tax complexities and ensuring their filings are accurate. This position offers a remote working opportunity with attractive company benefits, including a 401(k) savings plan and paid sick leave.
Qualifications
Minimum of 2 years of paid tax experience.
Extensive knowledge of tax laws and regulations.
Passionate about assisting clients with taxation.
Responsibilities
Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice and manage product inquiries.
Document interactions with customers thoroughly.
Skills
Paid experience filing federal and state individual 1040 tax returns
Strong tax preparation experience
Excellent customer service skills
Education
Active unrestricted credential (EA, CPA, or Practicing Attorney)
Tools
Commercial tax preparation software
Job description
A leading financial services company is seeking a Tax Agent to assist clients with their taxes using TurboTax products. This full-time role requires a minimum of 2 years of paid experience in tax preparation, alongside an active EA, CPA, or Practicing Attorney credential. You'll provide excellent customer service virtually, helping customers navigate tax complexities and ensuring their filings are accurate. This position offers a remote working opportunity with attractive company benefits, including a 401(k) savings plan and paid sick leave.