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

Dev; Bozeman (MT); On-site; USD 41,328 - 61,992; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company seeks a Tax Agent to provide expert tax preparation and assistance during the tax season from a remote location. Ideal candidates will have at least 2 years of paid experience and hold an active CPA, EA, or Practicing Attorney credential. This role includes assisting clients, providing tax advice, and using TurboTax products. Strong customer service and communication skills are essential for success in this position.

Qualifications

• Minimum of 2 years of paid tax experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Passion for helping clients navigate the complexities of taxation.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Use video communication software to interact with customers.

Skills

Tax preparation

Customer service

Knowledge of tax laws

Communication skills

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Tools

TurboTax

Job description

A leading financial services company seeks a Tax Agent to provide expert tax preparation and assistance during the tax season from a remote location. Ideal candidates will have at least 2 years of paid experience and hold an active CPA, EA, or Practicing Attorney credential. This role includes assisting clients, providing tax advice, and using TurboTax products. Strong customer service and communication skills are essential for success in this position.