Remote Tax Expert — CPA/EA/Attorney with TurboTax

Intuit, Inc.; Mansfield (MA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns virtually.

You will provide expert tax guidance, perform full service returns with signature, and answer product questions using clear, everyday language. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of recent 1040 preparation experience for many clients, and a willingness to work at least 20 hours per week from a remote setting in the

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state individual 1040 returns for 30+ clients per season using commercial tax software.
• Must have or be able to obtain state licenses/certificates/permits/bonds; PTIN active.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and tax expertise.
• Leverage government websites and team expertise to deliver the right answer in everyday language.
• Apply company policies to troubleshoot and resolve inquiries; document customer interactions.
• Work toward meeting KPIs and Big Bet Goals; participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual English/Spanish

Research skills

Critical thinking

Education

Active CPA/EA/Practicing Attorney credential

PTIN active

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns virtually.

You will provide expert tax guidance, perform full service returns with signature, and answer product questions using clear, everyday language. The role requires an active credential (CPA/EA/Practicing Attorney), 2+ years of recent 1040 preparation experience for many clients, and a willingness to work at least 20 hours per week from a remote setting in the