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

Dev; Philadelphia (Philadelphia County); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free TurboTax Live copy

Job summary

A leading financial services company is seeking Credentialed Tax Accountants to work from home. This role requires a minimum of 2 years' experience in tax preparation and an active EA, CPA, or Practicing Attorney credential. You will assist clients with their tax returns using TurboTax, provide tax advice, and manage inquiries through professional video interactions. Strong customer service skills are essential. This position offers flexibility and the chance to help clients navigate their tax needs.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills to interact with clients professionally.

Responsibilities

• Assist customers in completing their taxes using TurboTax.
• Provide tax advice and manage product/software inquiries.
• Document interactions to maintain accurate records.

Skills

Tax preparation

Customer service

Knowledge of tax laws

Education

Active EA, CPA, or Practicing Attorney credential

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial services company is seeking Credentialed Tax Accountants to work from home. This role requires a minimum of 2 years' experience in tax preparation and an active EA, CPA, or Practicing Attorney credential. You will assist clients with their tax returns using TurboTax, provide tax advice, and manage inquiries through professional video interactions. Strong customer service skills are essential. This position offers flexibility and the chance to help clients navigate their tax needs.