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

Dev; Dover (DE); Remote; 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

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Tax Agent to join their team for the upcoming tax season. In this remote role, you will use your expertise to assist customers with tax preparation using Intuit TurboTax products. Ideal candidates will have at least 2 years of experience, an active PTIN, and strong customer service skills. This position offers a supportive work environment with competitive benefits aiming to empower clients in their tax journey.

Qualifications

• Minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active and unrestricted credential: EA, CPA, or Practicing Attorney.
• Strong tax preparation experience and extensive knowledge of tax laws.

Responsibilities

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

Skills

Tax preparation experience

Excellent customer service skills

Knowledge of tax laws

Education

Active PTIN and unrestricted credential (EA, CPA, Attorney)

Tools

Commercial tax preparation software

Job description

A leading financial services company is seeking a Tax Agent to join their team for the upcoming tax season. In this remote role, you will use your expertise to assist customers with tax preparation using Intuit TurboTax products. Ideal candidates will have at least 2 years of experience, an active PTIN, and strong customer service skills. This position offers a supportive work environment with competitive benefits aiming to empower clients in their tax journey.