Remote Tax Expert (EA/CPA) – 1040 Specialist

Dev; Santa Barbara (CA); Remote; USD 27,552 - 48,216; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free copy of TurboTax Live

Job summary

A leading financial technology company is seeking Tax Experts for the upcoming tax season. This remote role invites candidates with an active EA, CPA, or Practicing Attorney credential. You will help clients navigate tax complexities, providing expert advice and full-service return preparation using TurboTax products. Exceptional customer service skills and the ability to engage via video tools are essential. Join us to empower customers 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.
• Excited to interact with customers 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 technology company is seeking Tax Experts for the upcoming tax season. This remote role invites candidates with an active EA, CPA, or Practicing Attorney credential. You will help clients navigate tax complexities, providing expert advice and full-service return preparation using TurboTax products. Exceptional customer service skills and the ability to engage via video tools are essential. Join us to empower customers while earning supplemental income.