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Benefits offered by this job
401(k) savings plan with matching
Paid sick leave
Employee stock purchase plan
Free TurboTax Live copy
Job summary
A leading financial services company is seeking a Tax Agent to assist customers with their taxes using TurboTax. This role requires at least 2 years of paid tax preparation experience, handling 30 or more federal and state returns. Ideal candidates will hold an EA, CPA, or attorney credential, possess strong customer service skills, and thrive in a virtual, customer-facing environment. With competitive compensation and a fully remote working option, this is a great opportunity for those passionate about taxation.
Qualifications
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns.
Possess excellent communication skills and ability to interact via video and audio tools.
Strong knowledge of tax laws and tax preparation.
Responsibilities
Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice and return preparation services.
Interact with customers virtually using video communication software.
Skills
Tax preparation experience
Customer service skills
Knowledge of tax laws
Education
Active CPA/EA/Practicing Attorney credential
Tools
Commercial tax preparation software
Job description
A leading financial services company is seeking a Tax Agent to assist customers with their taxes using TurboTax. This role requires at least 2 years of paid tax preparation experience, handling 30 or more federal and state returns. Ideal candidates will hold an EA, CPA, or attorney credential, possess strong customer service skills, and thrive in a virtual, customer-facing environment. With competitive compensation and a fully remote working option, this is a great opportunity for those passionate about taxation.