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Benefits offered by this job
401(k) savings plan with employer 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 Tax Expert with over 2 years of paid tax preparation experience. In this role, you will assist clients in navigating tax complexities using TurboTax products, provide tax advice, and manage customer interactions through advanced video tools. This position offers the flexibility of 100% remote work, competitive benefits, and the chance to make a meaningful impact during the tax season.
Qualifications
Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
Active unrestricted credential: EA, CPA, or Practicing Attorney.
Passionate about helping clients navigate tax complexities.
Responsibilities
Assist customers with their taxes using Intuit TurboTax products.
Provide tax advice and full service return preparation.
Document customer interactions and maintain accurate records.
Skills
Tax preparation experience
Excellent customer service skills
Strong tax laws knowledge
Education
CPA/EA/Practicing Attorney credential
Tools
Commercial tax preparation software
Job description
A leading financial services company is seeking a Tax Expert with over 2 years of paid tax preparation experience. In this role, you will assist clients in navigating tax complexities using TurboTax products, provide tax advice, and manage customer interactions through advanced video tools. This position offers the flexibility of 100% remote work, competitive benefits, and the chance to make a meaningful impact during the tax season.