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

Dev; Bend (OR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial software company is seeking Tax Experts to assist customers with tax preparation during the tax season. Candidates must have a minimum of 2 years of experience filing individual tax returns and possess an active EA, CPA, or Practicing Attorney credential. This position allows for 100% remote work, providing flexibility while supporting clients through video interactions. Excellent customer service skills are essential for successful engagement with clients. Join a team committed to empowering customers in their tax filings.

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Possess an active, unrestricted credential (EA/CPA/Practicing Attorney) with strong tax preparation experience.
• Excellent customer service skills, confident in video interactions.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and manage product inquiries.
• Document customer interactions to maintain accurate records.

Skills

Tax preparation experience

Excellent customer service skills

Communication skills

Education

EA, CPA, or Practicing Attorney credential

Tools

TurboTax software

Job description

A leading financial software company is seeking Tax Experts to assist customers with tax preparation during the tax season. Candidates must have a minimum of 2 years of experience filing individual tax returns and possess an active EA, CPA, or Practicing Attorney credential. This position allows for 100% remote work, providing flexibility while supporting clients through video interactions. Excellent customer service skills are essential for successful engagement with clients. Join a team committed to empowering customers in their tax filings.