Remote Tax Consultant - CPA/EA/Attorney

Intuit, Inc.; South Bend (IN); Remote; USD 33,000 - 52,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language, using our video tools to interact with clients. Ideal candidates hold an active CPA/EA or practicing attorney credential, have 2+ years of 1040 prep experience for at least 30 clients, and are proficient with tax software.

Qualifications

• Active, unrestricted credential required (CPA/EA/Attorney).
• 2+ years of federal/state 1040 preparation for at least 30 clients per season.
• Active PTIN and state licenses.
• Willing to work a minimum of 20 hours per week.
• Familiar with Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and strive to meet KPI metrics and program goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation experience

Customer service

English/Spanish bilingual

Education

CPA/EA/Practicing Attorney credential

Active PTIN

Tools

Commercial tax software

Video communication tools

Internet connectivity compliance

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language, using our video tools to interact with clients. Ideal candidates hold an active CPA/EA or practicing attorney credential, have 2+ years of 1040 prep experience for at least 30 clients, and are proficient with tax software.