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

Intuit, Inc.; New Haven (CT); Remote; USD 40.000 - 51.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual setting.

You will leverage your credential and tax knowledge to guide customers through complex returns with confidence. You will provide expert tax advice, perform full service return preparation and signatures, answer product questions, and document each interaction while aiming for high customer satisfaction and KPI targets.

Qualifikationen

• Active unrestricted credential required: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal/state individual 1040 prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds and an active PTIN.
• Willingness to work minimum 20 hours per week.
• Proficient with technology; strong communication skills; experienced with video/audio tools.

Aufgaben

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Explain tax terms and provide guidance using clear, everyday language; document interactions.
• Leverage government resources and team expertise to deliver accurate answers.
• Meet KPI metrics and participate in training, projects, and experience validations.

Kenntnisse

Tax preparation

CPA/EA/Attorney

Customer service

Video support

Bilingual English/Spanish

PTIN

Remote work

Tools

Tax software

Jobbeschreibung

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual setting.

You will leverage your credential and tax knowledge to guide customers through complex returns with confidence. You will provide expert tax advice, perform full service return preparation and signatures, answer product questions, and document each interaction while aiming for high customer satisfaction and KPI targets.