Remote Credentialed Tax Expert (CPA/EA)

Intuit, Inc.; Fremont (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a credentialed tax professional for a remote, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to TurboTax users.

Duties include virtual assistance, full-service return preparation, and resolving tax questions with empathy and accuracy. You will use video tools to interact with customers, access government resources, and document interactions while meeting performance metrics and compliance requirements.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Two or more years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills with professional, friendly communication.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Help TurboTax customers with tax advice, full-service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions and experiences using deep knowledge in tax preparation.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions and work toward meeting KPI metrics and big bet goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Fast-paced environment

Technology proficiency

Education

Active CPA/EA/Practicing Attorney with tax prep experience

Tools

Tax software

Job description

Intuit, Inc. is seeking a credentialed tax professional for a remote, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to TurboTax users.

Duties include virtual assistance, full-service return preparation, and resolving tax questions with empathy and accuracy. You will use video tools to interact with customers, access government resources, and document interactions while meeting performance metrics and compliance requirements.