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

Dev; Santa Barbara (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax services company is seeking a Tax Agent to assist clients during the tax season. This remote position requires a minimum of 2 years of experience in tax preparation and an active credential such as CPA or EA. Responsibilities include helping customers complete their taxes, providing expert tax advice, and managing inquiries. Excellent communication and customer service skills are essential to enhance client satisfaction while using video tools for interaction. Enjoy the flexibility of working from home while empowering others to successfully navigate taxation.

Qualifications

• Minimum of 2 years of paid experience filing federal and state tax returns.
• Active, unrestricted credential in tax preparation.
• Strong customer service skills and enthusiasm for client interaction.

Responsibilities

• Help customers prepare their taxes using TurboTax products.
• Provide tax advice and manage product inquiries.
• Document customer interactions accurately.

Skills

Experience with tax preparation software

Customer service skills

Knowledge of tax laws

Communication skills

Education

Unrestricted credential: EA, CPA, or Practicing Attorney

Tools

TurboTax

Job description

A leading tax services company is seeking a Tax Agent to assist clients during the tax season. This remote position requires a minimum of 2 years of experience in tax preparation and an active credential such as CPA or EA. Responsibilities include helping customers complete their taxes, providing expert tax advice, and managing inquiries. Excellent communication and customer service skills are essential to enhance client satisfaction while using video tools for interaction. Enjoy the flexibility of working from home while empowering others to successfully navigate taxation.