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

Dev; Shreveport (LA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

E&O insurance

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial technology company is seeking a Tax Expert to assist clients in filing their taxes remotely. The ideal candidate will have at least 2 years of experience filing federal and state individual tax returns and possess an active credential such as EA, CPA, or Practicing Attorney. Strong customer service skills and the ability to communicate effectively via video and audio tools are essential. This role offers the flexibility of working from home while contributing to a mission of empowering clients in their tax preparation.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills and ability to interact through video/audio.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and manage product/software inquiries.
• Document interactions to maintain accurate records.

Skills

Tax preparation

Customer service

Knowledge of tax laws

Education

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

Tools

Commercial tax preparation software

Job description

A leading financial technology company is seeking a Tax Expert to assist clients in filing their taxes remotely. The ideal candidate will have at least 2 years of experience filing federal and state individual tax returns and possess an active credential such as EA, CPA, or Practicing Attorney. Strong customer service skills and the ability to communicate effectively via video and audio tools are essential. This role offers the flexibility of working from home while contributing to a mission of empowering clients in their tax preparation.