Remote Credentialed Tax Expert (CPA/EA/Attorney)

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

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms.

You will use video tools to interact with customers, resolve inquiries, and document interactions while meeting KPI targets. The ideal candidate holds an active CPA/EA/attorney credential and has 2+ years of federal and state 1040 experience.

Qualifications

• Active, unrestricted credential required (EA/CPA/Attorney).
• 2+ years or more of federal/state individual 1040 tax return prep.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers virtually via video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video communication

Bilingual (English/Spanish)

Education

Active credential: CPA / EA / Attorney

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms.

You will use video tools to interact with customers, resolve inquiries, and document interactions while meeting KPI targets. The ideal candidate holds an active CPA/EA/attorney credential and has 2+ years of federal and state 1040 experience.