Remote Tax Consultant (CPA/EA) — Expert Guidance

Intuit, Inc.; Newport Beach (CA); Remote; USD 39,000 - 50,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms to customers, aiming to enhance the brand and empower customers to file their taxes accurately. The role is virtual, customer-facing, and requires active unrestricted credentials (CPA/EA/Attorney) with strong communication skills.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Strong technical and computer skills.

Responsibilities

• Work virtually with customers via video communications to provide tax guidance and preparation.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Provide tax calculations and product/service information in everyday language.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Active credential (CPA/EA/Practicing A

2+ years tax prep experience

Excellent communication

Video interaction with customers

Proficient with tax software

Bilingual English/Spanish a plus

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their returns using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax terms to customers, aiming to enhance the brand and empower customers to file their taxes accurately. The role is virtual, customer-facing, and requires active unrestricted credentials (CPA/EA/Attorney) with strong communication skills.