Remote Tax Expert - CPA/EA/Attorney

Intuit, Inc.; Longmont (CO); A distancia; USD 37.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus potential

Equity rewards

Descripción de la vacante

Intuit, Inc. seeks experts with active CPA/EA or practicing attorney credentials to help TurboTax customers complete their federal and state returns. You will guide clients through tax terminology, provide advice, prepare returns, and support software inquiries in a fully virtual setting.

You will use TurboTax and other resources to deliver accurate information, document interactions, and contribute to performance metrics while enrolling in required training and compliance programs.

Formación

• Active unrestricted credential (CPA/EA/Attorney) required.
• 2+ years preparing federal/state 1040 returns for at least 30 clients per season.
• Must hold state licenses/certificates, and PTIN; 20+ hours/week availability.
• Familiarity with Circular 230 and commercial tax software.
• Strong verbal/written communication and professional demeanor.

Responsabilidades

• Assist customers virtually via video/app; provide tax guidance and prep.
• Perform full service return preparation and signature.
• Answer product/software questions and tax calculations.
• Document interactions and meet KPI targets; participate in testing as needed.

Conocimientos

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Educación

CPA

EA

Practicing Attorney

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. seeks experts with active CPA/EA or practicing attorney credentials to help TurboTax customers complete their federal and state returns. You will guide clients through tax terminology, provide advice, prepare returns, and support software inquiries in a fully virtual setting.

You will use TurboTax and other resources to deliver accurate information, document interactions, and contribute to performance metrics while enrolling in required training and compliance programs.