Remote Tax Expert (CPA/EA/Attorney) — Full‑Service Returns

Intuit, Inc.; Monroe (LA); Remote; USD 33.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. seeks a Tax Specialist to assist TurboTax customers with expert guidance and accurate tax preparation in a virtual environment.

You will use video communications to interact with clients, provide clear explanations of tax terms, and ensure compliant, high-quality service while meeting performance goals. The role requires active credentials (CPA/EA/Attorney) and 2+ years of experience, with at least 20 hours per week availability.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or practicing attorney with strong tax experience.
• 2+ years of recent federal/state tax returns preparation for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Bilingual English/Spanish a plus.

Aufgaben

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and work toward meeting KPI metrics and big bet goals.
• Complete all required training and development as determined by the business.

Kenntnisse

Communication skills

Customer service

Video/Audio tools

Tools

TurboTax software

Smartlook video software

Jobbeschreibung

Intuit, Inc. seeks a Tax Specialist to assist TurboTax customers with expert guidance and accurate tax preparation in a virtual environment.

You will use video communications to interact with clients, provide clear explanations of tax terms, and ensure compliant, high-quality service while meeting performance goals. The role requires active credentials (CPA/EA/Attorney) and 2+ years of experience, with at least 20 hours per week availability.