Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Newton (MA); Remote; USD 40.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

You will use video interactions to support customers, help with returns, and deliver clear, empathetic service while aligning with company KPIs and training requirements. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work a minimum of 20 hours per week from a remote location in the United

Qualifikationen

• Active unrestricted credential: CPA, EA, or Practicing Attorney.
• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• State licenses/permits/bonds may be required.
• PTIN must be current.
• Willing to work ≥20 hours/week.
• Knowledge of Circular 230.

Aufgaben

• Interact with customers via video using our software.
• Provide tax advice and full service return preparation.
• Explain tax concepts in plain language to customers.
• Document customer interactions and resolve inquiries.
• Complete required trainings and meet KPI metrics.

Kenntnisse

Tax knowledge

Customer service

Video communication

Bilingual English/Spanish

Ausbildung

CPA

EA

Practicing Attorney

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms.

You will use video interactions to support customers, help with returns, and deliver clear, empathetic service while aligning with company KPIs and training requirements. The role requires active credentials (CPA/EA/Attorney), 2+ years of experience, and the ability to work a minimum of 20 hours per week from a remote location in the United