A leading financial technology firm is seeking a Tax Expert with a minimum of 2 years of experience in tax preparation. In this fully remote position, you will assist clients with their taxes using TurboTax products, provide tax advice, and document interactions. The ideal candidate will possess an active CPA, EA, or Practicing Attorney credential and demonstrate excellent customer service skills. Join us to help empower clients through their tax journey and enjoy flexible working conditions.
Qualifications
Minimum 2 years of paid experience filing 30+ federal and state 1040 tax returns.
Active, unrestricted EA, CPA, or Practicing Attorney credential required.
Strong knowledge of tax laws and preparation.
Responsibilities
Help customers complete their taxes using TurboTax products.
Provide tax advice and manage product inquiries.
Document interactions to maintain accurate records.
Skills
Tax preparation experience
Customer service skills
Communication skills
Education
CPA, EA, or Practicing Attorney credential
Tools
TurboTax
Job description
A leading financial technology firm is seeking a Tax Expert with a minimum of 2 years of experience in tax preparation. In this fully remote position, you will assist clients with their taxes using TurboTax products, provide tax advice, and document interactions. The ideal candidate will possess an active CPA, EA, or Practicing Attorney credential and demonstrate excellent customer service skills. Join us to help empower clients through their tax journey and enjoy flexible working conditions.