Remote Tax Expert (CPA/EA/Attorney) for TurboTax

Intuit, Inc.; Bluffton (SC); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax expert to help customers prepare their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers while upholding brand excellence.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 experience, plus willingness to work a minimum of 20 hours weekly from the United States.

Qualifications

• Active, unrestricted credential (CPA/EA or Practicing Attorney) with tax prep experience.
• 2+ years of federal/state 1040 returns experience for at least 30 clients per season.
• PTIN and state licenses required or obtainable.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax guidance, full service return preparation and signature, and handle product inquiries.
• Create high quality customer interactions using emotion and expertise in tax preparation.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Unrestricted credential

Tax preparation experience

English/Spanish bilingual

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax expert to help customers prepare their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers while upholding brand excellence.

Requirements include an active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 experience, plus willingness to work a minimum of 20 hours weekly from the United States.