Remote Credentialed Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Lafayette (LA); Remote; USD 32,000 - 55,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, using video communications and government resources to empower customers. Active unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills are required.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for ≥30 clients/season using commercial tax software.
• Must possess/obtain state licenses, permits, or bonds and a PTIN.
• Willing to work at least 20 hours per week.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Provide tax advice and full-service return preparation and signing.
• Answer product/software inquiries and tax calculation questions.
• Document customer interactions and resolve inquiries per policy.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

Verbal and written communication

Critical thinking

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, using video communications and government resources to empower customers. Active unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills are required.