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

Intuit, Inc.; Lancaster (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 a tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert guidance, perform or review tax preparation, and explain tax terms in plain language using secure video tools.

Qualifications include an active unrestricted credential (CPA, EA, or practicing attorney), 2+ years of tax return experience for multiple clients, a valid PTIN, and strong communication skills; bilingual English/Spanish is a plus.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for multiple clients per season.
• Must possess or be able to obtain any related State licenses/certificates/permitting.
• Must possess an active PTIN.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Use government websites and professional resources to deliver correct answers in plain language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training and development as required by the business.

Skills

Tax knowledge

Exp with tax prep

Video/customer interaction

Bilingual (EN/ES)

Strong communication

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert guidance, perform or review tax preparation, and explain tax terms in plain language using secure video tools.

Qualifications include an active unrestricted credential (CPA, EA, or practicing attorney), 2+ years of tax return experience for multiple clients, a valid PTIN, and strong communication skills; bilingual English/Spanish is a plus.