Remote Credentialed Tax Expert (CPA/EA/Attorney)

Jobtome; Sandy Springs (GA); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit 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 while delivering excellent customer experiences.

The role requires an active CPA/EA/Practicing Attorney credential and 2+ years of 1040 preparation for many clients. A minimum of 20 hours per week is expected, with strong communication and problem-solving skills.

Qualifications

• Must possess 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 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 minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and standard software.
• Strong customer service skills for video and audio interactions.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high quality customer interactions with deep tax knowledge.
• Use government sites and resources to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot tax inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in pilot tests, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Bilingual English/Spanish

Strong communication

Customer service

Problem solving

Video communication

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Smartlook

Job description

Intuit 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 while delivering excellent customer experiences.

The role requires an active CPA/EA/Practicing Attorney credential and 2+ years of 1040 preparation for many clients. A minimum of 20 hours per week is expected, with strong communication and problem-solving skills.