Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Concord (NH); Remote; USD 33.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers in a fully virtual capacity. The role focuses on expert tax guidance, preparation, and clear explanations of tax and software questions.

You will interact with customers via video tools, delivering accurate information and confident service. Required credentials (CPA/EA/Attorney), 2+ years of 1040 preparation experience, and readiness to meet security and training requirements.

Qualifikationen

• Active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• State licenses/permits/bonds as required.
• PTIN possession.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Strong technical proficiency with computers/software.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Aufgaben

• Virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Utilize government sites and resources to provide accurate answers in plain language.
• Apply company procedures to troubleshoot tax questions and document interactions.
• Meet KPI metrics and participate in pilots, projects, and validations.
• Complete required training and development as determined by the business.

Kenntnisse

Tax expertise

Customer service

Video/phone support

Bilingual (English/Spanish)

Technology proficiency

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a highly skilled tax professional to assist TurboTax customers in a fully virtual capacity. The role focuses on expert tax guidance, preparation, and clear explanations of tax and software questions.

You will interact with customers via video tools, delivering accurate information and confident service. Required credentials (CPA/EA/Attorney), 2+ years of 1040 preparation experience, and readiness to meet security and training requirements.