Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Miami (FL); On-site; USD 65,000 - 95,000; 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 software company is seeking a Tax Expert to assist clients with their tax filings using TurboTax products. This remote position requires at least two years of tax preparation experience and an active CPA, EA, or attorney credential. You will engage with customers through a virtual platform, providing guidance and support for tax-related inquiries while ensuring excellent service. Candidates must have strong customer service skills and a commitment to client satisfaction.

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.
• Passionate about helping clients navigate taxation complexities.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and manage product inquiries.
• Utilize video communication software for customer interactions.

Skills

Tax preparation experience

Customer service skills

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Tools

Commercial tax preparation software

Job description

A leading financial software company is seeking a Tax Expert to assist clients with their tax filings using TurboTax products. This remote position requires at least two years of tax preparation experience and an active CPA, EA, or attorney credential. You will engage with customers through a virtual platform, providing guidance and support for tax-related inquiries while ensuring excellent service. Candidates must have strong customer service skills and a commitment to client satisfaction.