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

Dev; Burlington (VT); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Employee assistance program

Job summary

A leading financial software company seeks a Tax Expert, fully remote, to assist clients with tax return preparation using TurboTax products. Ideal candidates will have at least 2 years of experience filing taxes and possess an active CPA, EA, or Attorney credential. Strong customer service and communication skills are essential, as the role involves direct interaction with clients through video and audio tools. This position offers excellent benefits, including a 401(k) savings plan and employee stock purchase options.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong knowledge of tax laws and regulations.
• Ability to provide tax advice and support.

Responsibilities

• Assist customers with tax return preparation using TurboTax products.
• Provide accurate tax calculations and advice.
• Document customer interactions and maintain records.

Skills

Tax preparation experience

Customer service

Communication skills

Education

Active CPA/EA/Practicing Attorney

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial software company seeks a Tax Expert, fully remote, to assist clients with tax return preparation using TurboTax products. Ideal candidates will have at least 2 years of experience filing taxes and possess an active CPA, EA, or Attorney credential. Strong customer service and communication skills are essential, as the role involves direct interaction with clients through video and audio tools. This position offers excellent benefits, including a 401(k) savings plan and employee stock purchase options.