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

Dev; Boise (ID); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Tax Expert for tax season. This remote position requires an active CPA/EA credential and a minimum of 2 years' experience in tax preparation, specifically filing individual 1040 tax returns. The role involves assisting clients with tax advice and using TurboTax products. Strong customer service and communication skills are essential. This opportunity supports those from diverse communities and offers a supportive work environment.

Qualifications

• Minimum of 2 years of paid experience filing 30+ individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills and professional interaction.

Responsibilities

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

Skills

Tax preparation

Customer service

Communication (video/audio)

Education

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

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial services company is seeking a Tax Expert for tax season. This remote position requires an active CPA/EA credential and a minimum of 2 years' experience in tax preparation, specifically filing individual 1040 tax returns. The role involves assisting clients with tax advice and using TurboTax products. Strong customer service and communication skills are essential. This opportunity supports those from diverse communities and offers a supportive work environment.