Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Bellingham (WA); On-site; 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 copy of TurboTax Live

Job summary

A financial services company seeks a Tax Expert to assist clients in completing their taxes remotely using TurboTax products. The ideal candidate has at least 2 years of experience in tax preparation with an active EA or CPA credential, excellent customer service skills, and a passion for helping clients navigate tax laws. This role offers the flexibility to work from home while providing vital support during the tax season.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Ability to interact professionally and confidently with customers.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and manage product inquiries.
• Utilize video communication software for customer interactions and document records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active unrestricted credential: EA, CPA, or Practicing Attorney

Tools

Commercial tax preparation software

Job description

A financial services company seeks a Tax Expert to assist clients in completing their taxes remotely using TurboTax products. The ideal candidate has at least 2 years of experience in tax preparation with an active EA or CPA credential, excellent customer service skills, and a passion for helping clients navigate tax laws. This role offers the flexibility to work from home while providing vital support during the tax season.