Remote Senior Tax Consultant (CPA/EA)

Intuit, Inc.; Newnan (GA); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax expert to assist customers virtually in completing their tax returns using TurboTax products. You will provide expert guidance, perform tax calculations, and explain tax and technical terms to customers, while maintaining brand quality and customer delight.

The role involves delivering high-quality customer interactions, leveraging government resources, and training to meet performance goals in a fast-paced, remote environment.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 returns experience for many clients per season.
• PTIN required and state licenses or ability to obtain.
• Must reside in the United States and have reliable internet.

Responsibilities

• Assist customers virtually to complete their taxes using TurboTax products.
• Provide tax advice, full service return preparation, and explanations of tax terms.
• Create high quality customer interactions with empathetic, expert guidance.
• Document customer interactions and meet KPI metrics.
• Complete required training and security/compliance programs.

Skills

Active credential

Tax preparation

Customer service

Bilingual English/Spanish

Video/remote communication

PTIN knowledge

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax expert to assist customers virtually in completing their tax returns using TurboTax products. You will provide expert guidance, perform tax calculations, and explain tax and technical terms to customers, while maintaining brand quality and customer delight.

The role involves delivering high-quality customer interactions, leveraging government resources, and training to meet performance goals in a fast-paced, remote environment.