Credentialed Tax Expert

Job Summary

A company is looking for a Credentialed Tax Expert (Remote).

Key Responsibilities

• Assist customers in completing their taxes using company products and provide full-service return preparation
• Deliver tax advice and manage product/software inquiries while utilizing professional resources
• Interact with customers via video communication software and document interactions for accurate record-keeping

Required Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns
• Active, unrestricted credential such as EA, CPA, or Practicing Attorney with strong tax preparation experience
• Active Preparer Tax Identification Number (PTIN)
• Must be available to work a minimum of 20 hours per week across three or more days
• Internet connection that meets security criteria