Remote Tax Expert — CPA/EA for TurboTax Guidance

Dev; Bend (OR); Remote; USD 50,000 - 80,000; 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 software company is seeking a Remote Tax Expert to assist clients with their tax filing using TurboTax products. Candidates should have at least 2 years of experience in preparing taxes and possess an unrestricted credential such as CPA or EA. This virtual role emphasizes exceptional customer service skills and the ability to effectively communicate tax-related information. The opportunity offers flexible work arrangements from the comfort of home.

Qualifications

• Minimum of 2 years of experience filing 30 or more federal and state individual tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Ability to communicate effectively with customers through video and audio tools.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice and manage product inquiries.
• Document interactions to maintain accurate records.

Skills

Experience with tax preparation software

Customer service skills

Knowledge of tax laws

Education

Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney)

Job description

A leading software company is seeking a Remote Tax Expert to assist clients with their tax filing using TurboTax products. Candidates should have at least 2 years of experience in preparing taxes and possess an unrestricted credential such as CPA or EA. This virtual role emphasizes exceptional customer service skills and the ability to effectively communicate tax-related information. The opportunity offers flexible work arrangements from the comfort of home.