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

Dev; Clifton (NJ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free TurboTax Live copy

Job summary

A leading financial services company is seeking a Credentialed Tax Accountant to assist clients in filing taxes using TurboTax. This role requires a minimum of 2 years of experience handling federal and state tax returns and is open to candidates with an active PTIN and unrestricted credentials (CPA, EA, or practicing attorney). Strong customer service skills are essential as you will be interacting with clients remotely, offering guidance and support throughout their tax preparation journey.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills and ability to interact with customers through video and audio tools.

Responsibilities

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

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

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

Job description

A leading financial services company is seeking a Credentialed Tax Accountant to assist clients in filing taxes using TurboTax. This role requires a minimum of 2 years of experience handling federal and state tax returns and is open to candidates with an active PTIN and unrestricted credentials (CPA, EA, or practicing attorney). Strong customer service skills are essential as you will be interacting with clients remotely, offering guidance and support throughout their tax preparation journey.