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

Dev; Seattle (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Product discounts

Employee stock purchase plan

Employee assistance program

Job summary

A leading financial services company is seeking a Tax Agent to assist customers with their tax filings. The ideal candidate will have a minimum of 2 years of paid tax preparation experience and possess an active EA, CPA, or Practicing Attorney credential. This remote position allows you to work from home, providing tax advice and managing client interactions through video and audio tools. Enjoy competitive company benefits including a 401(k) plan and employee stock purchase opportunities.

Qualifications

• Minimum of 2 years paid experience filing 30 or more federal and state individual 1040 tax returns.
• Passionate about helping clients navigate tax complexities.
• Excellent customer service skills for client interaction.

Responsibilities

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

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Proficiency in commercial tax software

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Job description

A leading financial services company is seeking a Tax Agent to assist customers with their tax filings. The ideal candidate will have a minimum of 2 years of paid tax preparation experience and possess an active EA, CPA, or Practicing Attorney credential. This remote position allows you to work from home, providing tax advice and managing client interactions through video and audio tools. Enjoy competitive company benefits including a 401(k) plan and employee stock purchase opportunities.