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

Dev; Milwaukee (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Job summary

A leading financial services company seeks a Tax Agent to assist clients in completing their taxes using TurboTax products. You will leverage your tax expertise, assist customers with tax advice and preparation, and work remotely from your home. Candidates should have a minimum of 2 years of experience in tax preparation and hold an active EA, CPA, or Attorney credential. Join us in empowering individuals to navigate tax complexities while earning supplemental income during the tax season.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns.
• Strong tax preparation experience with active credential.
• Excellent communication skills for virtual customer interactions.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Provide tax advice and full service return preparation.
• Document interactions for accurate record-keeping.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active EA, CPA, or Practicing Attorney credential

Job description

A leading financial services company seeks a Tax Agent to assist clients in completing their taxes using TurboTax products. You will leverage your tax expertise, assist customers with tax advice and preparation, and work remotely from your home. Candidates should have a minimum of 2 years of experience in tax preparation and hold an active EA, CPA, or Attorney credential. Join us in empowering individuals to navigate tax complexities while earning supplemental income during the tax season.