Remote Credentialed Tax Pro — CPA/EA/Attorney

Intuit, Inc.; Salt Lake City (UT); Remote; USD 34,000 - 48,000; Full time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through tax preparation via virtual video sessions.

You will apply tax knowledge, explain terms, perform full-service returns, and document interactions while meeting KPI targets. Prerequisites include an active CPA/EA/Practitioner credential and 2+ years of 1040 experience; 20 hours per week minimum; remote work within the United States.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation expertise.
• 2+ years of federal and state 1040 preparation for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have PTIN and be willing to work 20+ hours per week.
• Strong written and verbal communication; problem solving and research skills.

Responsibilities

• Assist TurboTax customers with tax preparation and advice via video.
• Provide full-service return preparation and signature.
• Explain tax terms and respond to product/software inquiries.
• Document customer interactions and troubleshoot using company policies.
• Aim to meet KPIs and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Education

CPA/EA/Attorney credential

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through tax preparation via virtual video sessions.

You will apply tax knowledge, explain terms, perform full-service returns, and document interactions while meeting KPI targets. Prerequisites include an active CPA/EA/Practitioner credential and 2+ years of 1040 experience; 20 hours per week minimum; remote work within the United States.