Remote Tax Expert (CPA/EA/Attorney): Full-Service Returns

Intuit, Inc.; Concord (NC); Remote; USD 33.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits per standard package

Zusammenfassung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with federal/state returns, tax advice, and product inquiries.

The role emphasizes high-quality customer interactions, accurate explanations of tax terms, and adherence to compliance standards. Candidates must hold an active CPA/EA/Attorney credential and have experience preparing 1040 returns for multiple clients each season.

Qualifikationen

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial software.
• Must possess or obtain state licenses, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Proficient with computer operations and software.
• Strong customer service for video/audio interactions.
• Excellent verbal/written communication and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Aufgaben

• Interact with customers via video using our advanced software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined practices and policies to resolve tax advice and prep inquiries.
• Document customer interactions and track KPI metrics.
• Participate in pilot tests, projects and validations as needed.
• Complete required trainings and development per business needs.

Kenntnisse

Unrestricted credential (CPA/EA/Attny)

Tax preparation experience

PTIN holder

State licenses/certificates

Bilingual (English/Spanish)

Proficient with technology

Video/online customer interaction

Strong communication

Fast-paced environment

Ausbildung

Active professional credential (CPA/EA/Attorney)

Tools

TurboTax software

Remote communication tools

Jobbeschreibung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with federal/state returns, tax advice, and product inquiries.

The role emphasizes high-quality customer interactions, accurate explanations of tax terms, and adherence to compliance standards. Candidates must hold an active CPA/EA/Attorney credential and have experience preparing 1040 returns for multiple clients each season.