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

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 24,000 - 36,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in the United States. This virtual, customer-facing role requires active credentials (CPA/EA/Attorney) and strong communication skills to provide expert tax guidance and accurate returns.

You will handle tax advice, full-service return preparation, and product inquiries while meeting performance KPIs. A remote setup with a hardwired internet connection is required; bilingual English/Spanish is a plus.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax prep software.
• Must possess or obtain related state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer operations.

Responsibilities

• This is a virtual, customer-facing role using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signatures, product/inquiry support, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and professional resources to deliver accurate answers in everyday language.
• Follow defined practices to troubleshoot and resolve customer tax inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects and experience validations; complete required training.

Skills

Excellent communication skills

Customer service

Bilingual English/Spanish (plus)

Critical thinking

Problem solving

Research skills

Ability to work fast-paced environment

Teamwork

Proficient with technology

Tools

TurboTax software

Smartlook video software

Digital/web-based tax tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in the United States. This virtual, customer-facing role requires active credentials (CPA/EA/Attorney) and strong communication skills to provide expert tax guidance and accurate returns.

You will handle tax advice, full-service return preparation, and product inquiries while meeting performance KPIs. A remote setup with a hardwired internet connection is required; bilingual English/Spanish is a plus.