Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.

Allentown (Lehigh County)

Remote

USD 33,000 - 50,000

Part time

6 hours ago
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Job summary

Intuit, Inc. is seeking a skilled tax professional to assist customers with their TurboTax returns in a remote, video-enabled environment. You will guide clients through tax preparation, provide expert advice, and explain tax terms to empower customers to complete their returns accurately.

Qualified candidates hold an active unrestricted credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience, and possess a PTIN. A US residence and a flexible 20+ hour work week are required.

Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
  • 2+ years preparing federal and state individual 1040 returns for 30+ clients per season.
  • Active PTIN.
  • Willing to work a minimum of 20 hours per week.
  • US resident.
  • Proficient with technology and video tools.
  • Bilingual English/Spanish a plus.

Responsibilities

  • Virtual, customer-facing role using state-of-the-art video communications software to interact with customers.
  • Provide tax advice and full service return preparation and signature.
  • Answer product/software inquiries and perform tax calculations.
  • Document customer interactions and maintain accurate records.
  • Meet KPIs and participate in pilot tests and training as required.

Skills

Active CPA/EA/Practicing Attorney
Tax preparation experience
Bilingual English/Spanish
PTIN holder
Video/remote support
Circular 230 knowledge
TurboTax

Tools

TurboTax Software
Tax software

Job description

Intuit, Inc. is seeking a skilled tax professional to assist customers with their TurboTax returns in a remote, video-enabled environment. You will guide clients through tax preparation, provide expert advice, and explain tax terms to empower customers to complete their returns accurately.

Qualified candidates hold an active unrestricted credential (CPA/EA/Attorney), have 2+ years of federal/state 1040 experience, and possess a PTIN. A US residence and a flexible 20+ hour work week are required.

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