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

Dev; Oakland (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Credentialed Tax Accountant to work fully remotely. Candidates must have a minimum of 2 years of experience filing individual tax returns and hold an active CPA, EA, or attorney credential. In this role, you'll assist customers with their taxes using TurboTax, providing expert advice and maintaining thorough documentation of all interactions. This is a great opportunity to earn supplemental income while helping clients navigate their tax responsibilities.

Qualifications

• Minimum of 2 years of paid experience filing individual federal and state tax returns.
• Strong tax preparation experience with knowledge of tax laws.
• Excellent customer service skills with proficiency in video communication.

Responsibilities

• Complete taxes for customers using TurboTax products.
• Provide tax advice and manage product inquiries.
• Document interactions to maintain accurate records.

Skills

Customer service

Tax preparation

Client interaction

Knowledge of tax laws

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

TurboTax

Commercial tax preparation software

Job description

A leading financial services company is seeking a Credentialed Tax Accountant to work fully remotely. Candidates must have a minimum of 2 years of experience filing individual tax returns and hold an active CPA, EA, or attorney credential. In this role, you'll assist customers with their taxes using TurboTax, providing expert advice and maintaining thorough documentation of all interactions. This is a great opportunity to earn supplemental income while helping clients navigate their tax responsibilities.