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

Dev; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

E&O insurance provided

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services firm is seeking a Tax Agent experienced in filing federal and state individual tax returns. The ideal candidate has over 2 years of paid tax experience and is credentialed as an EA, CPA, or Practicing Attorney. This fully remote role involves helping clients navigate tax complexities using TurboTax products and interacting with customers through video communication. Apply now to support individuals across various communities during tax season.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual tax returns.
• Strong experience using commercial tax preparation software.
• Extensive knowledge of tax laws.

Responsibilities

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

Skills

Tax preparation experience

Customer service skills

Communication skills

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Job description

A leading financial services firm is seeking a Tax Agent experienced in filing federal and state individual tax returns. The ideal candidate has over 2 years of paid tax experience and is credentialed as an EA, CPA, or Practicing Attorney. This fully remote role involves helping clients navigate tax complexities using TurboTax products and interacting with customers through video communication. Apply now to support individuals across various communities during tax season.