Remote Tax Expert - CPA/EA/Attorney, Expert Prep

Intuit, Inc.; Bloomington (IL); Remote; USD 38,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in a fully virtual role.

You will guide clients through tax preparation, provide expert explanations of tax terms, and ensure accurate, compliant returns using TurboTax products. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s for numerous clients each season.

Qualifications

• Must hold an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax knowledge.
• 2+ years of federal and state 1040 preparation experience for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; video/voice communication.
• Bilingual English/Spanish a plus.
• Must reside in the United States.
• Knowledge of Circular 230.
• Dedicated hardwired internet connection meeting Intuit Security criteria.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government resources to deliver correct answers in everyday language.
• Apply defined practices to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Active CPA/EA/Practicing Attorney

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers in a fully virtual role.

You will guide clients through tax preparation, provide expert explanations of tax terms, and ensure accurate, compliant returns using TurboTax products. Applicants must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have experience preparing federal and state 1040s for numerous clients each season.