Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Lake Elmo (MN); Remote; USD 33.000 - 43.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. seeks a tax professional with active credentials to assist customers in completing their federal and state tax returns using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, clear explanations of tax terms, and delivering confident support while meeting KPI metrics. Requirements include an unrestricted CPA/EA/Practicing Attorney credential, 2+ years of tax return experience for at least 30 clients per season, PTIN, and a willingness to work at least

Qualifikationen

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Knowledge of Circular 230.

Aufgaben

• Provide tax advice and full service return preparation through TurboTax products.
• Interact with customers via video communications software.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilot testing and training.

Kenntnisse

Tax preparation

Customer service

Communication

Video calls

Technical proficiency

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

TurboTax

Jobbeschreibung

Intuit, Inc. seeks a tax professional with active credentials to assist customers in completing their federal and state tax returns using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, clear explanations of tax terms, and delivering confident support while meeting KPI metrics. Requirements include an unrestricted CPA/EA/Practicing Attorney credential, 2+ years of tax return experience for at least 30 clients per season, PTIN, and a willingness to work at least