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

Dev; Indianapolis (IN); On-site; USD 50,000 - 70,000; 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 Filer to assist clients with their tax filings remotely. Candidates should have at least 2 years of paid experience in tax preparation, using TurboTax products, and must hold an active EA, CPA, or practicing attorney credential. The role involves providing tax advice, managing inquiries, and delivering exceptional customer service through video tools. This opportunity allows you to earn supplemental income while helping people navigate tax complexities.

Qualifications

• Minimum of 2 years paid experience filing individual 1040 tax returns.
• Strong experience with commercial tax preparation software.
• Excellent communication skills through video and audio tools.

Responsibilities

• Assist customers with tax preparation using TurboTax products.
• Provide tax advice, complete return preparations and manage inquiries.
• Document customer interactions and maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active unrestricted credential (EA, CPA, or Practicing Attorney)

Job description

A leading financial services company is seeking a Tax Filer to assist clients with their tax filings remotely. Candidates should have at least 2 years of paid experience in tax preparation, using TurboTax products, and must hold an active EA, CPA, or practicing attorney credential. The role involves providing tax advice, managing inquiries, and delivering exceptional customer service through video tools. This opportunity allows you to earn supplemental income while helping people navigate tax complexities.