Remote Tax Expert — CPA/EA/Attorney

Intuit, Inc.; Santa Maria (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax concepts to help customers file accurately.

You will interact via video, handle tax advice, full-service return prep, product inquiries, and calculations, while meeting KPI goals and completing required trainings. A wired internet connection is required for remote work.

Qualifications

• This role requires an active unrestricted credential (CPA/EA/Attorney) with tax prep experience.
• 2+ years of federal/state individual 1040 preparation for many clients seasonally.
• Must hold or obtain state licenses, permits, or bonds and PTIN.
• Willingness to work minimum 20 hours per week and have a wired internet connection.
• Solid technology skills and proficiency with tax software.

Responsibilities

• Interact with customers virtually using video communications to assist taxes.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality interactions with empathy and subject matter expertise.
• Leverage government sites and resources to find correct tax answers.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Communication

Video/phone interactions

Bilingual (English/Spanish) a plus

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

PTIN holder

State licenses/certs

2+ years tax prep experience (1040)

Tools

TurboTax software

Commercial tax prep software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax concepts to help customers file accurately.

You will interact via video, handle tax advice, full-service return prep, product inquiries, and calculations, while meeting KPI goals and completing required trainings. A wired internet connection is required for remote work.