Remote Tax Consultant — CPA/EA/Attorney Expert

Intuit, Inc.; Cambridge (MA); Remote; USD 40.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a virtual role. You will guide, prepare, and explain tax terms, using video communications to interact with customers and ensure high-quality service.

Role requires active unrestricted credentials and a minimum of 20 hours per week, with a focus on accuracy, compliance, and customer satisfaction across various state and federal returns.

Qualifikationen

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for many clients per season.
• PTIN held and state licenses/certificates as needed; able to obtain if required.
• Willing to work minimum 20 hours per week; strong tech and security standards.
• Bilingual English/Spanish a plus; excellent verbal and written communication.

Aufgaben

• Provide tax guidance, full service return prep and signature for TurboTax customers.
• Communicate clearly using video tools; document customer interactions and outcomes.
• Troubleshoot tax questions via government sites and professional resources.
• Meet KPI metrics and participate in training, pilots, and validations.

Kenntnisse

Customer service

Verbal and written communication

Critical thinking

Problem solving

Ability to work in fast-paced env

Bilingual English/Spanish

Technical proficiency

Ausbildung

CPA / EA / Practicing Attorney credential

Tools

TurboTax software

Smartlook video software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a virtual role. You will guide, prepare, and explain tax terms, using video communications to interact with customers and ensure high-quality service.

Role requires active unrestricted credentials and a minimum of 20 hours per week, with a focus on accuracy, compliance, and customer satisfaction across various state and federal returns.