Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; San Diego (CA); On-site; 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

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Tax Expert to assist clients with their tax preparation needs. You will work remotely, providing expert advice on turbo tax products and managing client inquiries. The role requires a minimum of 2 years of experience in tax filings, along with an active EA, CPA, or Practicing Attorney credential. Strong customer service skills and the ability to communicate effectively through video are essential. This position is perfect for those looking to earn supplemental income.

Qualifications

• Minimum 2 years of experience filing at least 30 individual tax returns.
• Possess an active, unrestricted credential: EA, CPA, or Practicing Attorney.
• Strong customer service skills and professional video communication abilities.

Responsibilities

• Assist customers with tax preparation using TurboTax products.
• Provide tax advice and full service return preparation.
• Document customer interactions to maintain accurate records.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Tools

Commercial tax preparation software

TurboTax

Job description

A leading financial services company is seeking a Tax Expert to assist clients with their tax preparation needs. You will work remotely, providing expert advice on turbo tax products and managing client inquiries. The role requires a minimum of 2 years of experience in tax filings, along with an active EA, CPA, or Practicing Attorney credential. Strong customer service skills and the ability to communicate effectively through video are essential. This position is perfect for those looking to earn supplemental income.