Tax Expert EA / CPA REMOTE ( Remote ) jobs in United States
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JDA TSG ยท 4 hours ago

Tax Expert EA / CPA REMOTE ( Remote )

JDA TSG is a company focused on solving complex business problems through innovative services. They are seeking Seasonal Tax Preparers who are credentialed as Enrolled Agents (EA), CPAs, or attorneys to provide customer support and tax preparation services remotely. The role involves assisting clients with their tax returns and ensuring high customer satisfaction through effective communication and problem-solving.

ConsultingInformation Technology
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Responsibilities

Provide superior customer support via video, phone, and chat, helping customers with their tax returns
Create an excellent customer experience using your expertise in tax preparation and technical ability
Resolve customer problems in a friendly and timely manner to ensure high customer satisfaction
Carefully document all customer interactions

Qualification

Enrolled Agent (EA)CPATax PreparationProfessional Tax SoftwareMicrosoft 365Customer SupportTechnical Skills

Required

Actively credentialed, U.S.-based Enrolled Agent (EA), CPA, or practicing attorney with an active PTIN
2+ years of professional experience preparing and filing individual (1040) returns using professional tax preparation software in a professional/retail setting
Strong technical skills and ability to navigate computer systems and software, including professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), Slack, Timekeeping solutions, etc
A dedicated workspace with a hard-wired Ethernet connection and personal computer for administrative responsibilities

Benefits

401K with a match
Perks and other incentives

Company

JDA TSG

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JDA TSG is a management consulting company specializing in program management & process re-engineering services.

Funding

Current Stage
Late Stage

Leadership Team

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Alex Mortman
Chief Executive Officer
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Company data provided by crunchbase