A leading financial services company is looking for a Credentialed Tax Accountant. This fully remote role requires at least 2 years of experience in filing individual tax returns. Candidates must hold an active PTIN and an unrestricted credential like CPA, EA, or Practicing Attorney. Responsibilities include providing tax assistance, managing inquiries, and ensuring excellent customer service through remote interactions. Join the team to help clients navigate their tax obligations effectively.
Qualifications
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
Strong tax preparation experience and 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.
Document customer interactions to maintain accurate records.
Skills
Tax preparation software experience
Excellent customer service skills
Understanding of tax laws
Video communication proficiency
Education
Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney)
Job description
A leading financial services company is looking for a Credentialed Tax Accountant. This fully remote role requires at least 2 years of experience in filing individual tax returns. Candidates must hold an active PTIN and an unrestricted credential like CPA, EA, or Practicing Attorney. Responsibilities include providing tax assistance, managing inquiries, and ensuring excellent customer service through remote interactions. Join the team to help clients navigate their tax obligations effectively.