Remote CPA/EA Tax Specialist for TurboTax

Intuit, Inc.; Fresno (CA); Remote; USD 40.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. seeks a tax professional with an active credential to help customers complete their TurboTax returns. You will provide expert guidance, tax preparation, and explanations of tax terms, while maintaining a high standard of service and brand engagement.

You will interact with customers via video, use government and professional resources to deliver accurate answers, and document all interactions. A strong, client‑facing skill set and compliance readiness are essential.

Qualifikationen

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of recent federal/state individual 1040 tax return prep for 30+ clients per season.
• State licenses/permits/bonds and PTIN must be held or obtainable.
• Willing to work a minimum of 20 hours per week.
• Experience with the government guidance (Circular 230) and tax software.
• Strong verbal/written communication and professional presentation.
• Able to operate in a fast-paced environment with minimal supervision.
• Willing to have a dedicated hardwired internet connection meeting security criteria.
• English; Spanish a plus.

Aufgaben

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice, full service return preparation and signature, answer product questions.
• Explain tax terms in everyday language and use resources to deliver correct answers.
• Document customer interactions and meet KPI metrics and goals.
• Participate in trainings, pilots, and compliance requirements as needed.

Kenntnisse

CPA/EA/Attorney

Excellent communication

Bilingual English/Spanish

Tools

TurboTax

Jobbeschreibung

Intuit, Inc. seeks a tax professional with an active credential to help customers complete their TurboTax returns. You will provide expert guidance, tax preparation, and explanations of tax terms, while maintaining a high standard of service and brand engagement.

You will interact with customers via video, use government and professional resources to deliver accurate answers, and document all interactions. A strong, client‑facing skill set and compliance readiness are essential.