Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Indianapolis (IN); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial services company seeks a Tax Expert for the upcoming tax season. This remote position requires an active, unrestricted credential (CPA/EA/Practicing Attorney) and a minimum of 2 years of experience in tax preparation. Successful candidates will assist clients with their tax filings using TurboTax products, provide tax advice, and maintain customer interactions through video communication. This role offers a chance to contribute to enhancing client experiences while earning supplemental income.

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, excited to interact with customers.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Utilize video communication software to interact with customers.

Skills

Customer service skills

Knowledge of tax laws

Experience with tax preparation software

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Job description

A leading financial services company seeks a Tax Expert for the upcoming tax season. This remote position requires an active, unrestricted credential (CPA/EA/Practicing Attorney) and a minimum of 2 years of experience in tax preparation. Successful candidates will assist clients with their tax filings using TurboTax products, provide tax advice, and maintain customer interactions through video communication. This role offers a chance to contribute to enhancing client experiences while earning supplemental income.