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

Dev; Orlando (FL); On-site; USD 50,000 - 70,000; 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 looking for Tax Agents with at least 2 years of paid tax preparation experience to assist clients in completing their tax returns using TurboTax products. Candidates must hold an active EA, CPA, or similar credential, and possess strong customer service skills. This role allows for 100% remote work, providing a unique opportunity to work collaboratively from home while helping customers navigate their tax requirements.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active, unrestricted credential required.
• Excellent customer service skills and professional demeanor.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Utilize video communication to interact with customers and document interactions.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN, EA, CPA, or Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

A leading financial services company is looking for Tax Agents with at least 2 years of paid tax preparation experience to assist clients in completing their tax returns using TurboTax products. Candidates must hold an active EA, CPA, or similar credential, and possess strong customer service skills. This role allows for 100% remote work, providing a unique opportunity to work collaboratively from home while helping customers navigate their tax requirements.