Remote Tax Expert (CPA/EA)

Intuit, Inc.; West Palm Beach (FL); Remote; USD 42,000 - 70,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through federal and state returns remotely. You provide expert tax guidance, explanations of terms, and accurate preparation, aiming to empower customers and strengthen the Intuit brand.

This virtual role uses video tools to interact with customers, handles tax calculations, and documents interactions while meeting KPI goals and participating in training and pilot projects as needed.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, permits, or bonds.
• Must have PTIN and be willing to work a minimum of 20 hours per week.
• Willing to reside in the United States and have a hardwired Internet connection.

Responsibilities

• Interact with customers via video using our software to provide tax advice and full service return preparation.
• Answer product/software questions and perform tax calculations for customers.
• Document customer interactions and maintain compliance with policies.
• Meet company KPI metrics and participate in pilots and training as required.

Skills

Tax expertise

Customer service

Video interaction

Web conferencing

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through federal and state returns remotely. You provide expert tax guidance, explanations of terms, and accurate preparation, aiming to empower customers and strengthen the Intuit brand.

This virtual role uses video tools to interact with customers, handles tax calculations, and documents interactions while meeting KPI goals and participating in training and pilot projects as needed.