Remote Tax Expert (EA/CPA) – 2+ Years Returns

Dev; Albuquerque (NM); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Free TurboTax Live copy

Job summary

A leading financial services company is seeking a Credentialed Tax Accountant to provide tax advice and assist customers in completing their tax returns using TurboTax. This fully remote position is open to candidates with a minimum of 2 years of experience in tax preparation and who hold an active EA, CPA, or Practicing Attorney credential. Responsibilities include aiding clients with individual tax filings while ensuring exceptional customer service and accurate documentation of interactions.

Qualifications

• Minimum of 2 years of paid experience filing federal and state individual tax returns.
• Possess an active, unrestricted EA, CPA, or Practicing Attorney credential.
• Passionate about assisting clients with tax issues.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Provide tax advice, return preparation, and tax calculations.
• Document customer interactions for accurate records.

Skills

Tax preparation experience

Customer service skills

Knowledge of tax laws

Education

Active EA, CPA, or Practicing Attorney credential

Tools

TurboTax software

Job description

A leading financial services company is seeking a Credentialed Tax Accountant to provide tax advice and assist customers in completing their tax returns using TurboTax. This fully remote position is open to candidates with a minimum of 2 years of experience in tax preparation and who hold an active EA, CPA, or Practicing Attorney credential. Responsibilities include aiding clients with individual tax filings while ensuring exceptional customer service and accurate documentation of interactions.