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

Dev; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A financial services provider is seeking a Tax Expert to assist clients with their tax filings in a fully remote role. Candidates should have at least 2 years of paid tax filing experience and hold an unrestricted credential such as CPA or EA. The position focuses on providing exceptional customer service and utilizing advanced video communication tools to interact with clients. This is a great opportunity to earn supplemental income while helping individuals navigate their tax responsibilities.

Qualifications

• Minimum of 2 years paid experience filing 30+ federal and state individual 1040 tax returns.
• Strong tax preparation experience and knowledge of tax laws.
• Excited to interact with customers through video and audio tools.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active PTIN

Unrestricted credential (EA, CPA, or Practicing Attorney)

Job description

A financial services provider is seeking a Tax Expert to assist clients with their tax filings in a fully remote role. Candidates should have at least 2 years of paid tax filing experience and hold an unrestricted credential such as CPA or EA. The position focuses on providing exceptional customer service and utilizing advanced video communication tools to interact with clients. This is a great opportunity to earn supplemental income while helping individuals navigate their tax responsibilities.