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

Dev

Oklahoma City (OK)

On-site

USD 34,000 - 55,000

Full time

14 days+
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Benefits offered by this job

401(k) savings plan with company matching
Paid sick leave
Employee stock purchase plan
Employee assistance program
Product discounts
Free copy of TurboTax Live

Job summary

A leading financial technology company is seeking a Tax Agent with at least 2 years of paid experience in tax preparation. This remote role involves assisting customers in navigating the complexities of their taxes using TurboTax products. Applicants should have an active EA, CPA, or Attorney credential and excellent customer service skills. The position offers a range of company benefits including a 401(k) plan, paid sick leave, and more, while allowing you to work from the comfort of your home.

Qualifications

  • Minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns.
  • Strong knowledge of tax laws and preparation experience.
  • Excited to interact with customers through video and audio tools.

Responsibilities

  • Assist customers in completing their taxes using TurboTax products.
  • Provide tax advice and full service return preparation.
  • Use video communication software to interact with customers.

Skills

Tax preparation experience
Customer service skills
Excellent communication skills

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A leading financial technology company is seeking a Tax Agent with at least 2 years of paid experience in tax preparation. This remote role involves assisting customers in navigating the complexities of their taxes using TurboTax products. Applicants should have an active EA, CPA, or Attorney credential and excellent customer service skills. The position offers a range of company benefits including a 401(k) plan, paid sick leave, and more, while allowing you to work from the comfort of your home.
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