Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Portland (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A technology company is seeking experienced Tax Experts to assist customers with tax preparation via Intuit TurboTax products. The position offers fully remote work and requires an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of experience in filing tax returns. The successful candidate will engage with clients through video/audio tools, providing expert tax advice and ensuring accurate documentation of all interactions. Join us to help customers navigate their tax challenges with confidence.

Qualifications

• Minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns using commercial tax software.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Excited to interact with clients through video and audio tools.

Responsibilities

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

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney)

Job description

A technology company is seeking experienced Tax Experts to assist customers with tax preparation via Intuit TurboTax products. The position offers fully remote work and requires an active unrestricted credential (CPA/EA/Practicing Attorney) and at least 2 years of experience in filing tax returns. The successful candidate will engage with clients through video/audio tools, providing expert tax advice and ensuring accurate documentation of all interactions. Join us to help customers navigate their tax challenges with confidence.