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

Dev; Philadelphia (Philadelphia County); On-site; USD 40,000 - 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 technology company is seeking a Tax Filer with 2+ years of experience in tax preparation to assist customers in filing their taxes using TurboTax products. In this fully remote role, you will provide tax advice, prepare returns, and utilize video tools to interact with clients. The ideal candidate holds an active EA, CPA, or similar credential and is passionate about delivering exceptional customer service. Join us in powering prosperity around the world.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Passionate about helping clients navigate the complexities of taxation.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, service return preparation, and tax calculations.
• Interact with customers through video and document interactions.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Job description

A leading financial technology company is seeking a Tax Filer with 2+ years of experience in tax preparation to assist customers in filing their taxes using TurboTax products. In this fully remote role, you will provide tax advice, prepare returns, and utilize video tools to interact with clients. The ideal candidate holds an active EA, CPA, or similar credential and is passionate about delivering exceptional customer service. Join us in powering prosperity around the world.