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

Dev; Shawnee (OK); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Tax Agent with a minimum of 2 years of paid tax experience to support customers during the tax season. This role allows for 100% remote work while interacting with clients through video tools. Candidates should have an active PTIN and unrestricted credential such as EA, CPA, or Practicing Attorney. Strong tax preparation experience and excellent customer service skills are essential to enhance customer satisfaction and navigate tax complexities.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience using commercial tax preparation software.
• Passion for assisting clients with taxation.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and manage product inquiries.
• Interact with customers using video communication tools.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Video communication proficiency

Education

Active PTIN

Credential: EA, CPA or Practicing Attorney

Job description

A leading financial services company is seeking a Tax Agent with a minimum of 2 years of paid tax experience to support customers during the tax season. This role allows for 100% remote work while interacting with clients through video tools. Candidates should have an active PTIN and unrestricted credential such as EA, CPA, or Practicing Attorney. Strong tax preparation experience and excellent customer service skills are essential to enhance customer satisfaction and navigate tax complexities.