CPA Licensed Tax Specialist

A company is looking for a Tax Associate to provide tax advice and resolve customer inquiries through a virtual platform. Key Responsibilities Interact with clients using video communication software to provide tax advice Apply defined practices and procedures to resolve customer inquiries Collaborate with experts and provide updates on assigned customers Required Qualifications and Education Minimum 3 seasons of paid tax preparation experience with at least 30 returns per season Active PTIN required Must possess an active CPA or JD credential 3 or more years of experience preparing federal and state individual 1040 tax returns Experience using commercial tax preparation software

Feb 12, 2025 - 19:09

A company is looking for a Tax Associate to provide tax advice and resolve customer inquiries through a virtual platform. Key Responsibilities Interact with clients using video communication software to provide tax advice Apply defined practices and procedures to resolve customer inquiries Collaborate with experts and provide updates on assigned customers Required Qualifications and Education Minimum 3 seasons of paid tax preparation experience with at least 30 returns per season Active PTIN required Must possess an active CPA or JD credential 3 or more years of experience preparing federal and state individual 1040 tax returns Experience using commercial tax preparation software