Remote Credentialed Tax Expert (CPA/EA/Attorney)

Jobtome; Chula Vista (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to guide customers through tax preparation using TurboTax products. The role is remote and customer-facing, utilizing video communications to deliver expert tax advice and full-service return preparation.

You will help customers understand tax terms, resolve inquiries, document interactions, and meet performance KPIs.

Qualifications

• Must possess an active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and government resources to answer tax questions.

Responsibilities

• Assist TurboTax customers via video interactions using current software.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and strive to meet KPI metrics and big bets goals.
• Complete required training and development as determined by the business.

Skills

Active credential

Tax preparation

Customer service

Video conferencing

Bilingual (English/Spanish)

Job description

Intuit is seeking a highly motivated tax professional with an active credential (CPA/EA/Practicing Attorney) to guide customers through tax preparation using TurboTax products. The role is remote and customer-facing, utilizing video communications to deliver expert tax advice and full-service return preparation.

You will help customers understand tax terms, resolve inquiries, document interactions, and meet performance KPIs.