Remote Tax Expert — CPA/EA for TurboTax Guidance

Dev; Dallas (TX); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking Tax Experts for the upcoming tax season. The ideal candidate will have over 2 years of experience in tax preparation, specifically with federal and state individual 1040 tax returns. This role allows for remote work and emphasizes excellent customer service skills. You will provide tax advice and manage product inquiries while utilizing advanced communication tools. Join a supportive team to help customers successfully navigate their tax filings.

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.
• Excited to interact with customers through video and audio tools in a professional manner.

Responsibilities

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

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Communication skills

Education

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

Tools

Commercial tax preparation software

Job description

A leading financial services company is seeking Tax Experts for the upcoming tax season. The ideal candidate will have over 2 years of experience in tax preparation, specifically with federal and state individual 1040 tax returns. This role allows for remote work and emphasizes excellent customer service skills. You will provide tax advice and manage product inquiries while utilizing advanced communication tools. Join a supportive team to help customers successfully navigate their tax filings.