Remote Credentialed Tax Pro: Expert Guidance

Intuit, Inc.; Tyler (TX); Remote; USD 37,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state return preparation, tax advice, and explanations of tax terms.

You will work remotely, using video communications to interact with customers and deliver high-quality service. The role requires an active credential (CPA/EA/Attorney), 2+ years of experience, PTIN, and the ability to meet weekly hours.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state returns for multiple clients.
• Must hold PTIN and be willing to obtain any required state licenses.
• Proficient with technology and video communication tools.
• Ability to work at least 20 hours per week.

Responsibilities

• Interact with customers via video and audio tools to provide tax advice and return preparation.
• Explain tax concepts clearly using everyday language.
• Document customer interactions and resolve inquiries according to policies.
• Meet KPI metrics and participate in training.

Skills

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

Education

CPA/EA/Attorneys license

Tools

TurboTax software

Circular 230 knowledge

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state return preparation, tax advice, and explanations of tax terms.

You will work remotely, using video communications to interact with customers and deliver high-quality service. The role requires an active credential (CPA/EA/Attorney), 2+ years of experience, PTIN, and the ability to meet weekly hours.