Remote Customer Service CPA 

Job Description

REQUIREMENTS

• Active CPA license in good standing required
• Valid PTIN preferred
• 2+ years of experience in tax, client service, or tax advisory support
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to spot tax-related risks
• Comfortable working independently in a remote environment

RESPONSIBILITIES

• Conduct phone meetings with clients to discuss their tax needs
• Answer client questions and explain tax concepts in simple terms
• Gather, document, and communicate client information to internal teams
• Help identify potential tax-related issues or questions that need additional follow-up
• Maintain confidentiality and professional standards at all times
• Provide a high level of client service in a remote environment

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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