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

Dev; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts and free TurboTax copy

Job summary

A leading technology company is hiring a Tax Agent for remote assistance during the tax season. Ideal candidates should have at least 2 years of experience in tax preparation and hold an active credential such as CPA, EA, or a practicing attorney. Responsibilities include helping customers with tax filing using TurboTax, providing tax advice, and maintaining records of customer interactions. This role offers competitive benefits and the opportunity to work from home.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active, unrestricted credential like EA, CPA, or Practicing Attorney required.
• Strong customer service skills and ability to interact professionally through video/audio.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation and manage product inquiries.
• Document customer interactions to maintain accurate records.

Skills

Tax preparation

Customer service

Tax law knowledge

Education

EA, CPA, or Practicing Attorney certification

Job description

A leading technology company is hiring a Tax Agent for remote assistance during the tax season. Ideal candidates should have at least 2 years of experience in tax preparation and hold an active credential such as CPA, EA, or a practicing attorney. Responsibilities include helping customers with tax filing using TurboTax, providing tax advice, and maintaining records of customer interactions. This role offers competitive benefits and the opportunity to work from home.