Remote Tax Expert — CPA/EA/Attorney

Intuit, Inc.; Little Rock (AR); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing their federal and state returns. You will provide expert guidance, tax preparation, and explanations of tax terms via a video platform, helping customers from anywhere in the United States.

The role emphasizes high-quality service, extensive tax knowledge, and adherence to policies. Training and performance-based incentives are part of the compensation and development plan.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice
• Full Service return preparation and signature
• Product/software inquires
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your deep knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer to the customer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including compliance trainings and up-skilling.

Skills

Active credential

Tax preparation experience

PTIN

Stable internet

Bilingual

Tax knowledge

Tech savvy

Communication skills

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in completing their federal and state returns. You will provide expert guidance, tax preparation, and explanations of tax terms via a video platform, helping customers from anywhere in the United States.

The role emphasizes high-quality service, extensive tax knowledge, and adherence to policies. Training and performance-based incentives are part of the compensation and development plan.