Remote Tax Expert – CPA/EA (2+ yrs, 1040s)

Dev; Boston (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A financial services company is seeking a Tax Filer with over 2 years of experience in tax preparation for a remote position. As a Tax Expert, you will help clients navigate their taxes using TurboTax, ensuring a friendly and professional customer experience. Ideal candidates must possess an EA, CPA, or Practicing Attorney credential and a deep understanding of tax laws. This role offers flexibility and the opportunity to assist diverse communities during tax season.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Active, unrestricted credential in tax preparation.
• Strong customer service skills to interact with clients professionally.

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

Customer service

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A financial services company is seeking a Tax Filer with over 2 years of experience in tax preparation for a remote position. As a Tax Expert, you will help clients navigate their taxes using TurboTax, ensuring a friendly and professional customer experience. Ideal candidates must possess an EA, CPA, or Practicing Attorney credential and a deep understanding of tax laws. This role offers flexibility and the opportunity to assist diverse communities during tax season.