Remote Credentialed Tax Pro (CPA/EA/Attorney)

Intuit, Inc.; Modesto (CA); Remote; USD 34,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete their returns remotely.

You will provide expert guidance, perform full service preparation and address product questions via video interaction. Responsibilities include using secure video software to assist with federal and state returns, ensuring accuracy, documenting interactions, and meeting KPI targets.

Qualifications

• Active unrestricted credential (CPA, EA, or practicing attorney) with strong tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• PTIN active and ability to obtain related state licenses/permits.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication; multilingual a plus.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find correct answers in everyday language.
• Document customer interactions and meet KPI metrics; participate in pilots and training.

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete their returns remotely.

You will provide expert guidance, perform full service preparation and address product questions via video interaction. Responsibilities include using secure video software to assist with federal and state returns, ensuring accuracy, documenting interactions, and meeting KPI targets.