Remote Tax Expert - CPA/EA with 2+ Years Experience

Dev; Edinburg (TX); Remote; USD 60,000 - 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 financial services firm is seeking a Credentialed Tax Accountant to provide tax preparation services remotely. The ideal candidate has at least 2 years of experience filing federal and state tax returns and holds an active EA, CPA, or Attorney credential. Responsibilities include assisting clients with tax preparation using TurboTax products, offering tax advice, and ensuring a high standard of customer service. This is an excellent opportunity for individuals passionate about helping others navigate their tax obligations.

Qualifications

• Minimum of 2 years of paid experience filing 30+ federal and state individual tax returns.
• Ability to interact with clients using video and audio tools.
• Passionate about helping clients navigate tax complexities.

Responsibilities

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

Skills

Tax preparation experience

Customer service skills

Strong knowledge of tax laws

Ability to use commercial tax software

Education

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

Job description

A financial services firm is seeking a Credentialed Tax Accountant to provide tax preparation services remotely. The ideal candidate has at least 2 years of experience filing federal and state tax returns and holds an active EA, CPA, or Attorney credential. Responsibilities include assisting clients with tax preparation using TurboTax products, offering tax advice, and ensuring a high standard of customer service. This is an excellent opportunity for individuals passionate about helping others navigate their tax obligations.