Remote Tax Expert (CPA/EA) - 2+ Years Experience

Dev; Barre Town (VT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a remote Tax Agent with at least 2 years of experience in tax preparation. The ideal candidate will have an active EA, CPA, or Attorney credential and be passionate about helping clients navigate taxation complexities. Responsibilities include advising customers on their taxes and using Intuit TurboTax products. This role offers excellent benefits including a 401(k) plan and employee assistance programs.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong experience with commercial tax preparation software.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Interact with customers through video and audio tools.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN and unrestricted credential (EA/CPA/Practicing Attorney)

Job description

A leading financial services company is seeking a remote Tax Agent with at least 2 years of experience in tax preparation. The ideal candidate will have an active EA, CPA, or Attorney credential and be passionate about helping clients navigate taxation complexities. Responsibilities include advising customers on their taxes and using Intuit TurboTax products. This role offers excellent benefits including a 401(k) plan and employee assistance programs.