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

Dev; Rochester (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading financial software company is looking for a Tax Agent with at least 2 years of tax preparation experience. This role allows you to assist clients in preparing their taxes remotely using TurboTax. Candidates must hold an active EA, CPA, or attorney credential and demonstrate a commitment to exceptional customer service. This position offers a comprehensive benefits package including a 401(k) plan, paid time off, and opportunities for professional development.

Qualifications

• Minimum of 2 years of paid experience in tax preparation.
• Active, unrestricted credential required.
• Commitment to customer service and client education.

Responsibilities

• Assist customers with tax preparations using TurboTax.
• Provide tax advice and manage inquiries.
• Document customer interactions accurately.

Skills

Excellent customer service skills

Knowledge of tax laws

Experience with tax preparation software

Education

EA, CPA, or Practicing Attorney credential

Tools

Intuit TurboTax

Job description

A leading financial software company is looking for a Tax Agent with at least 2 years of tax preparation experience. This role allows you to assist clients in preparing their taxes remotely using TurboTax. Candidates must hold an active EA, CPA, or attorney credential and demonstrate a commitment to exceptional customer service. This position offers a comprehensive benefits package including a 401(k) plan, paid time off, and opportunities for professional development.