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

Dev; Denver (CO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial software company is seeking a Tax Agent with a minimum of 2 years of paid tax experience to assist clients in filing their tax returns using TurboTax products. This fully remote position requires an active credential (EA, CPA, or Practicing Attorney) and excellent customer service skills. You will provide tax advice, full-service return preparation, and manage inquiries while maintaining accurate records. Join us to help empower clients with their tax preparation!

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
• Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Strong customer service skills and ability to interact using video and audio tools.

Responsibilities

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

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial software company is seeking a Tax Agent with a minimum of 2 years of paid tax experience to assist clients in filing their tax returns using TurboTax products. This fully remote position requires an active credential (EA, CPA, or Practicing Attorney) and excellent customer service skills. You will provide tax advice, full-service return preparation, and manage inquiries while maintaining accurate records. Join us to help empower clients with their tax preparation!