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

Dev; Jackson (MS); On-site; USD 65,000 - 90,000; 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 assist customers with their taxes using TurboTax products. This role requires at least 2 years of paid tax preparation experience and an active EA, CPA, or Practicing Attorney credential. With the opportunity to work 100% remotely, you will provide tax advice, manage inquiries, and document client interactions. Join us to help clients navigate tax complexities and enhance customer satisfaction.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Possess an active, 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 and full service return preparation.
• Document interactions to maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney credential

Tools

TurboTax

Job description

A leading financial services company is seeking a Tax Agent to assist customers with their taxes using TurboTax products. This role requires at least 2 years of paid tax preparation experience and an active EA, CPA, or Practicing Attorney credential. With the opportunity to work 100% remotely, you will provide tax advice, manage inquiries, and document client interactions. Join us to help clients navigate tax complexities and enhance customer satisfaction.