Remote Senior Tax Pro - CPA/EA/Attorney

Intuit, Inc.; Newburyport (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will use video tools to interact with customers and provide accurate tax advice, including full-service returns when needed.

Applicants should have an active credential (CPA/EA/Attorney), 2+ years of 1040 preparation, and be comfortable working remotely. Bilingual English/Spanish is a plus, with required PTIN and state licenses as applicable.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds; must have PTIN.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries and tax calculations.
• Create high quality customer interactions using Empathy and tax expertise; document customer interactions and adhere to procedures.

Skills

Active unrestricted credential

Tax preparation experience

PTIN

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will use video tools to interact with customers and provide accurate tax advice, including full-service returns when needed.

Applicants should have an active credential (CPA/EA/Attorney), 2+ years of 1040 preparation, and be comfortable working remotely. Bilingual English/Spanish is a plus, with required PTIN and state licenses as applicable.