Remote Tax Expert — CPA/EA for TurboTax Guidance

Dev; Chicago (IL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading tax services company is seeking Tax Experts to assist clients during tax season. Candidates should have an active PTIN and a credential like EA, CPA, or Practicing Attorney. This remote role involves helping customers complete their taxes using TurboTax products, providing tax advice, and maintaining customer documentation. The ideal applicants are passionate about tax preparation, have 2+ years of experience in filing individual tax returns, and possess strong customer service skills.

Qualifications

• Minimum of 2 years experience filing 30 or more federal and state individual 1040 tax returns.
• Strong experience with commercial tax preparation software.
• Passion for helping clients navigate tax complexities.

Responsibilities

• Assist customers with tax completion using TurboTax products.
• Provide tax advice and preparation services.
• Document interactions to maintain accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN

EA, CPA, or Practicing Attorney credential

Job description

A leading tax services company is seeking Tax Experts to assist clients during tax season. Candidates should have an active PTIN and a credential like EA, CPA, or Practicing Attorney. This remote role involves helping customers complete their taxes using TurboTax products, providing tax advice, and maintaining customer documentation. The ideal applicants are passionate about tax preparation, have 2+ years of experience in filing individual tax returns, and possess strong customer service skills.