Remote Tax Expert — CPA/EA for TurboTax Guidance

Dev; Honolulu (HI); Remote; USD 20,000 - 35,000; Part time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee assistance program

Product discounts

Free copy of TurboTax Live

Job summary

A prominent financial services company is seeking Tax Experts for the upcoming tax season. This remote position involves assisting customers with tax preparation using Intuit's TurboTax products. Ideal candidates will have a minimum of 2 years of experience, hold an active EA, CPA, or Practicing Attorney credential, and possess excellent customer service skills. You will work with clients to navigate tax complexities, ensuring accurate and efficient return preparation in a fulfilling and customer-focused role.

Qualifications

• Minimum of 2 years experience filing federal and state individual 1040 tax returns.
• Active, unrestricted credential in tax preparation.
• Strong knowledge of tax laws and complex tax preparation.

Responsibilities

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

Skills

Tax preparation

Customer service

Tax law knowledge

Communication skills

Education

Active PTIN

EA, CPA, or Practicing Attorney credential

Tools

TurboTax

commercial tax preparation software

Job description

A prominent financial services company is seeking Tax Experts for the upcoming tax season. This remote position involves assisting customers with tax preparation using Intuit's TurboTax products. Ideal candidates will have a minimum of 2 years of experience, hold an active EA, CPA, or Practicing Attorney credential, and possess excellent customer service skills. You will work with clients to navigate tax complexities, ensuring accurate and efficient return preparation in a fulfilling and customer-focused role.