Remote Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Sandy Springs (GA); Remote; USD 30,000 - 50,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This is a virtual, customer-facing role demanding strong communication and compliance with security standards.

You will engage clients via video tools, complete federal and state returns when applicable, and document all interactions while aiming to meet KPI targets and participate in ongoing product training.

Qualifications

• Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state individual 1040 tax return preparation experience for numerous clients per season.
• Must reside in the United States and have or be able to obtain required state licenses and PTIN.
• Strong customer service, verbal and written communication, and problem-solving skills.
• Proficient with technology and video/audio tools; reliable hardwired internet connection.

Responsibilities

• Interact with customers virtually using video communications to provide tax advice and guidance.
• Perform full service tax return preparation and signature for clients.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPI metrics and project goals.
• Complete required training and comply with policy requirements.

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms. This is a virtual, customer-facing role demanding strong communication and compliance with security standards.

You will engage clients via video tools, complete federal and state returns when applicable, and document all interactions while aiming to meet KPI targets and participate in ongoing product training.