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

Dev; Birmingham (AL); Remote; USD 50,000 - 70,000; 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 financial services company is seeking a Credentialed Tax Accountant to assist customers remotely with their tax preparation using TurboTax products. Candidates must have at least 2 years of experience in tax filing and hold an active PTIN, alongside an unrestricted credential such as CPA or EA. Strong customer service skills and a passion for helping clients with tax complexities are essential. This position offers the flexibility of remote work, along with competitive benefits and opportunities to enhance customer satisfaction.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience with extensive knowledge of tax laws.
• Committed to providing excellent customer service.

Responsibilities

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice and full service return preparation.
• Utilize video communication software for customer interactions.

Skills

Customer service skills

Tax preparation experience

Knowledge of tax laws

Education

Active PTIN

Unrestricted credential: EA/CPA/Practicing Attorney

Tools

TurboTax

Commercial tax preparation software

Job description

A financial services company is seeking a Credentialed Tax Accountant to assist customers remotely with their tax preparation using TurboTax products. Candidates must have at least 2 years of experience in tax filing and hold an active PTIN, alongside an unrestricted credential such as CPA or EA. Strong customer service skills and a passion for helping clients with tax complexities are essential. This position offers the flexibility of remote work, along with competitive benefits and opportunities to enhance customer satisfaction.