Remote Tax Expert — CPA/EA for TurboTax Guidance

Dev; Rochester (MN); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

paid sick leave

E&O insurance

employee stock purchase plan

product discounts

Job summary

A leading financial technology company is looking for Tax Experts to assist customers with their taxes using TurboTax products. The ideal candidate will have at least two years of experience filing individual tax returns and possess an active EA, CPA, or Practicing Attorney credential. This is an opportunity to work 100% remotely while providing valuable tax advice and support, ensuring customers navigate their tax complexities successfully. Enjoy comprehensive company benefits and a collaborative work environment.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns.
• Strong tax preparation experience.
• Excellent customer service skills.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, return preparation, and manage product inquiries.
• Use video communication software to interact with customers.

Skills

tax preparation experience

customer service skills

knowledge of tax laws

Education

Active, unrestricted credential: EA, CPA, or Practicing Attorney

Tools

commercial tax preparation software

Job description

A leading financial technology company is looking for Tax Experts to assist customers with their taxes using TurboTax products. The ideal candidate will have at least two years of experience filing individual tax returns and possess an active EA, CPA, or Practicing Attorney credential. This is an opportunity to work 100% remotely while providing valuable tax advice and support, ensuring customers navigate their tax complexities successfully. Enjoy comprehensive company benefits and a collaborative work environment.