Remote Credentialed Tax Pro | CPA/EA Expert Tax Prep

Jobtome; Fremont (CA); Remote; USD 40.000 - 51.000; Vollzeit

Benefits dieser Stelle

Bonus potential

Equity rewards

Benefits

Zusammenfassung

Intuit is seeking a remote TurboTax support specialist with active unrestricted credentials (CPA/EA/Attorney) to guide customers through tax preparation using video interactions. You will deliver expert tax advice, perform full service returns, and explain tax concepts clearly.

The role emphasizes customer empathy, rapid problem solving, and adherence to compliance and training requirements. Prior state/federal 1040 experience and PTIN are required.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of federal/state 1040 prep experience for at least 30 clients per season.
• Must possess or obtain any related state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Aufgaben

• Provide tax advice and full service return preparation with signature.
• Interact with customers via video communications software.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Utilize government websites and professional resources to find accurate answers.
• Troubleshoot and resolve customer tax advice and preparation inquiries.
• Assist with product/service inquiries and tax calculations.

Kenntnisse

Active credential knowledge

Tax preparation

Video customer service

Circular 230 knowledge

Clear communication

Fast-paced environment

Bilingual (English/Spanish)

US tax rules

Detail-oriented

Jobbeschreibung

Intuit is seeking a remote TurboTax support specialist with active unrestricted credentials (CPA/EA/Attorney) to guide customers through tax preparation using video interactions. You will deliver expert tax advice, perform full service returns, and explain tax concepts clearly.

The role emphasizes customer empathy, rapid problem solving, and adherence to compliance and training requirements. Prior state/federal 1040 experience and PTIN are required.