Remote Senior Tax Pro (CPA/EA) – Equity & Bonus

Intuit, Inc.; White Bear Lake (MN); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in preparing and reviewing returns. You will provide expert guidance on tax terms and calculations, while delivering a high-quality customer experience via video and chat tools.

Qualified candidates have an active credential (CPA/EA/Attorney), at least 2 years of 1040 prep experience, and a willingness to work at least 20 hours per week. US residency required.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) required; strong tax knowledge.
• 2+ years federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds; PTIN required.
• Willing to work minimum 20 hours per week; knowledge of Circular 230 preferred.
• Bilingual English/Spanish communication is a plus.
• Proficient with technology; strong customer service via video/voice channels.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions and experiences using deep tax knowledge and empathy.
• Utilize government sites and resources to find the right answer for the customer.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and maintain records.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active credential

Tax preparation experience

Federal/state tax returns

PTIN knowledge

Bilingual English/Spanish

Video/phone support

Compliance knowledge

Computer proficiency

Tools

TurboTax/Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in preparing and reviewing returns. You will provide expert guidance on tax terms and calculations, while delivering a high-quality customer experience via video and chat tools.

Qualified candidates have an active credential (CPA/EA/Attorney), at least 2 years of 1040 prep experience, and a willingness to work at least 20 hours per week. US residency required.