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Benefits offered by this job
401(k) with company matching
Paid sick leave
Employee stock purchase plan
Product discounts
Job summary
A leading financial service company seeks a Tax Agent to assist customers in filing taxes using TurboTax. Candidates should have 2+ years of experience and possess an EA, CPA, or Attorney license. This full-time role offers remote work flexibility and generous benefits including 401(k) matching and employee discounts. If you have a passion for tax preparation and customer service, apply now to help clients navigate their tax obligations with confidence.
Qualifications
Minimum of 2 years of paid experience filing individual tax returns.
Active, unrestricted credential (EA, CPA, or Attorney) required.
Strong customer service skills and experience using video tools.
Responsibilities
Assist customers with tax completion using TurboTax products.
Provide tax advice and return preparation services.
Document interactions and maintain accurate records.
Skills
Tax preparation
Customer service
Tax law knowledge
Communication skills
Education
EA, CPA, or Practicing Attorney license
Tools
TurboTax
Job description
A leading financial service company seeks a Tax Agent to assist customers in filing taxes using TurboTax. Candidates should have 2+ years of experience and possess an EA, CPA, or Attorney license. This full-time role offers remote work flexibility and generous benefits including 401(k) matching and employee discounts. If you have a passion for tax preparation and customer service, apply now to help clients navigate their tax obligations with confidence.