Remote Tax Consultant for CPA/EA/Attorney

Intuit, Inc.; Tucson (AZ); Remote; USD 32.000 - 50.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist customers in completing their TurboTax returns from a virtual, customer-facing environment. You will provide expert guidance on tax preparation, explain technical terms, and help with calculations, product questions, and sign-offs.

The role emphasizes clear communication and accurate, empathetic support. The position requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of 1040 preparation experience, and US residency.

Qualifikationen

• Active unrestricted CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal and state individual 1040 prep for 30+ clients per season.
• Must have or obtain state licenses and PTIN.
• Willing to work a minimum of 20 hours/week.
• Strong knowledge of Circular 230.
• US resident living in the United States.
• Bilingual English/Spanish is a plus.

Aufgaben

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions and build confidence through deep tax expertise.
• Utilize government websites and professional resources to provide accurate answers in everyday language.
• Apply company procedures and policies to resolve tax questions and prep inquiries.
• Document customer interactions and contribute to KPI metrics and project validations.
• Participate in pilot testing and training as required by the business.

Kenntnisse

Tax preparation

Tax laws knowledge

Customer service

Verbal communication

Written communication

Critical thinking

Ausbildung

Active CPA/EA/Attorney credential

State licenses / certifications

PTIN

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist customers in completing their TurboTax returns from a virtual, customer-facing environment. You will provide expert guidance on tax preparation, explain technical terms, and help with calculations, product questions, and sign-offs.

The role emphasizes clear communication and accurate, empathetic support. The position requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of 1040 preparation experience, and US residency.