Remote Tax Expert - CPA/EA/Attorney Guidance & Prep

Intuit, Inc.; Mansfield (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking highly motivated tax professionals with active unrestricted credentials to assist customers in completing their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers confidently finalize their returns in a virtual setting.

The role emphasizes customer delight, brand enhancement, and compliant tax advice while working from a remote location across the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product/software inquiries, tax calculations.
• Create high quality customer interactions with deep knowledge in tax preparation to instill confidence.
• Use government sites and resources to find correct answers in everyday language.
• Follow defined procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions
• Meet company KPI metrics and Big Bet Goals
• Participate in pilot testing, projects, and validations as needed
• Complete required training and development as determined by the business

Skills

Active unrestricted credential (CPA/EA

Tax preparation experience

Excellent communication skills

Bilingual English/Spanish (nice tohave

Video/remote customer service

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking highly motivated tax professionals with active unrestricted credentials to assist customers in completing their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers confidently finalize their returns in a virtual setting.

The role emphasizes customer delight, brand enhancement, and compliant tax advice while working from a remote location across the United States.