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

Dev; San Francisco (CA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free TurboTax Live copy

Job summary

A leading financial technology company seeks Credentialed Tax Accountants for a remote position. This role involves aiding customers with their tax filings using TurboTax products, providing expert advice, and documenting customer interactions. Candidates must have an active EA, CPA or similar credential, along with at least 2 years of tax preparation experience. Ideal applicants are passionate about customer service and navigating tax complexities, ensuring clients receive the best support while enhancing their tax preparation experience.

Qualifications

• 2+ years of paid experience filing federal and state individual 1040 tax returns.
• Strong customer service background and communication skills.
• Experience using commercial tax preparation software.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and return preparation.
• Utilize video communication for customer interactions.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

EA, CPA, or Practicing Attorney credential

Tools

TurboTax

Job description

A leading financial technology company seeks Credentialed Tax Accountants for a remote position. This role involves aiding customers with their tax filings using TurboTax products, providing expert advice, and documenting customer interactions. Candidates must have an active EA, CPA or similar credential, along with at least 2 years of tax preparation experience. Ideal applicants are passionate about customer service and navigating tax complexities, ensuring clients receive the best support while enhancing their tax preparation experience.