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

Dev; Oakland (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading tax software company is seeking a Tax Agent to assist customers with their tax filings. This fully remote role requires at least 2 years of experience in tax preparation, familiarity with TurboTax products, and excellent customer service skills. Candidates with an active PTIN and an EA, CPA, or Practicing Attorney credential are encouraged to apply. You will work collaboratively to help clients navigate tax complexities and provide excellent service through video communication.

Qualifications

• Minimum of 2 years of paid experience filing individual 1040 tax returns.
• Strong knowledge of tax laws and experience in tax preparation.
• Excellent customer service and communication skills.

Responsibilities

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

Skills

Tax preparation

Customer service

Knowledge of tax laws

Education

Active PTIN

EA, CPA, or Practicing Attorney

Tools

TurboTax

Job description

A leading tax software company is seeking a Tax Agent to assist customers with their tax filings. This fully remote role requires at least 2 years of experience in tax preparation, familiarity with TurboTax products, and excellent customer service skills. Candidates with an active PTIN and an EA, CPA, or Practicing Attorney credential are encouraged to apply. You will work collaboratively to help clients navigate tax complexities and provide excellent service through video communication.