A leading financial services company is seeking a Credentialed Tax Accountant to assist customers in completing their taxes using TurboTax products. This remote position requires an active EA, CPA, or Practicing Attorney credential and a minimum of 2 years of tax preparation experience. The ideal candidate will showcase excellent customer service skills and be diligent in managing customer inquiries through professional video interactions. This role offers the flexibility to work from home and aims to empower customers in their tax journey.
Qualifications
Minimum of 2 years of paid experience filing federal and state individual 1040 tax returns.
Strong experience with tax preparation using commercial software.
Ability to communicate effectively using video and audio tools.
Responsibilities
Help customers complete their taxes using Intuit TurboTax products.
Provide tax advice and full service return preparation.
Document interactions to maintain accurate records.
Skills
Tax preparation experience
Excellent customer service skills
Knowledge of tax laws
Use of commercial tax preparation software
Education
Active credential: EA, CPA, or Practicing Attorney
Tools
TurboTax products
Job description
A leading financial services company is seeking a Credentialed Tax Accountant to assist customers in completing their taxes using TurboTax products. This remote position requires an active EA, CPA, or Practicing Attorney credential and a minimum of 2 years of tax preparation experience. The ideal candidate will showcase excellent customer service skills and be diligent in managing customer inquiries through professional video interactions. This role offers the flexibility to work from home and aims to empower customers in their tax journey.