Remote Credentialed Tax Expert

Jobtome

Newton (MA)

Remote

USD 40,000 - 51,000

Full time

4 days ago

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Job summary

Intuit’s TurboTax team seeks a qualified tax professional for a virtual, customer-facing role. You will advise on tax preparation, perform full service returns, and answer product-related questions using our advanced video tools.

The position emphasizes clear explanations and customer empathy to empower users to complete their taxes effortlessly. Applicants must hold an active unrestricted credential (CPA/EA/Attorney), with 2+ years of federal/state return experience, PTIN, and readiness to work

Qualifications

Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
Must possess or obtain related state licenses/certificates/permits.
Must possess PTIN.
Willing to work a minimum of 20 hours per week.
Working knowledge of Circular 230.
Proficient with technology and software.

Responsibilities

This is a virtual, customer-facing role using video software to interact with customers.
Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
Create high quality customer interactions with deep empathy and expertise in tax preparation.
Leverage government sites and resources to deliver accurate answers in everyday language.
Apply company policies to troubleshoot inquiries and document customer interactions.
Aim to meet KPI metrics and participate in pilots and trainings.
Must complete required training and development as determined by business.