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

Dev; Houston (TX); On-site; 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 technology company is seeking a remote Tax Agent with over 2 years of paid tax experience to assist clients in preparing and filing their taxes. In this role, you will provide expert advice using Intuit TurboTax products and interact via video communication tools. Candidates must hold an active PTIN and an unrestricted EA, CPA, or Practicing Attorney credential. Excellent customer service skills are essential to ensure clients have a positive experience navigating tax complexities.

Qualifications

• Minimum of 2 years of paid experience filing at least 30 federal and state individual 1040 tax returns.
• Active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Excellent customer service skills and professional demeanor.

Responsibilities

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

Skills

Customer service

Tax preparation experience

Knowledge of tax laws

Education

Active PTIN and CPA/EA/Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

A leading financial technology company is seeking a remote Tax Agent with over 2 years of paid tax experience to assist clients in preparing and filing their taxes. In this role, you will provide expert advice using Intuit TurboTax products and interact via video communication tools. Candidates must hold an active PTIN and an unrestricted EA, CPA, or Practicing Attorney credential. Excellent customer service skills are essential to ensure clients have a positive experience navigating tax complexities.