Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Birmingham (AL); On-site; USD 41,328 - 68,880; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

E&O insurance

Employee stock purchase plan

Employee assistance program

Product discounts of TurboTax Live

Job summary

A leading financial services company is seeking a Remote Tax Expert to assist clients with tax preparation using Intuit TurboTax products. The ideal candidate will have at least 2 years of experience filing individual 1040 tax returns and possess an active EA, CPA, or Practicing Attorney credential. Excellent customer service skills are essential, as this role involves interacting with clients through video communication. Competitive benefits are offered, including a 401(k) savings plan and paid sick leave.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills, with experience using video and audio tools.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Document interactions to maintain accurate records.

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 services company is seeking a Remote Tax Expert to assist clients with tax preparation using Intuit TurboTax products. The ideal candidate will have at least 2 years of experience filing individual 1040 tax returns and possess an active EA, CPA, or Practicing Attorney credential. Excellent customer service skills are essential, as this role involves interacting with clients through video communication. Competitive benefits are offered, including a 401(k) savings plan and paid sick leave.