Remote Tax Consultant — CPA/EA/Attorney

Intuit, Inc.; Anaheim (CA); Remote; USD 40.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation using video tools, provide expert tax advice, and perform full service return preparation with signatures.

The role emphasizes customer empathy, accuracy, and adherence to policy. The ideal candidate holds an active unrestricted credential (EA/CPA/Attorney) with at least 2 years of 1040 experience, and is comfortable working at least 20 hours per week from a

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses, permits, or bonds.
• Must have an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Solid knowledge of Circular 230 and tax software.

Aufgaben

• Assist TurboTax customers via state-of-the-art video communications software.
• Provide tax advice and full service return preparation and signature.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in training and development as required.

Kenntnisse

Communication skills

Customer service

Video/phone interactions

Problem solving

Tools

Tax software

Jobbeschreibung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation using video tools, provide expert tax advice, and perform full service return preparation with signatures.

The role emphasizes customer empathy, accuracy, and adherence to policy. The ideal candidate holds an active unrestricted credential (EA/CPA/Attorney) with at least 2 years of 1040 experience, and is comfortable working at least 20 hours per week from a