Remote Tax Consultant | CPA/EA Expert

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

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional with active credentials (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide clients through tax preparation, explain tax terms, and deliver confident support to empower accurate filings.

The role emphasizes quick, clear communication, use of trusted resources, and adherence to compliance training. A remote, flexible schedule is possible across multiple states.

Qualifikationen

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• State licenses/permits/bonds as required.
• PTIN active.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computer operations and software.
• Video/phone customer interaction experience.

Aufgaben

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full-service return prep and signature, and product questions.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government sites and resources to find accurate answers in everyday language.
• Document customer interactions and meet KPI metrics.

Kenntnisse

Excellent verbal and written comms

Strong customer service

Critical thinking

Proficient with technology

Bilingual EN/ES (plus)

Ausbildung

CPA

EA

Practicing Attorney

Tools

Commercial tax software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional with active credentials (CPA/EA/Practicing Attorney) to assist TurboTax customers remotely. You will guide clients through tax preparation, explain tax terms, and deliver confident support to empower accurate filings.

The role emphasizes quick, clear communication, use of trusted resources, and adherence to compliance training. A remote, flexible schedule is possible across multiple states.