Remote Tax Expert (CPA/EA) — Client Advisory

Intuit, Inc.; Roseville (CA); Remote; USD 40.000 - 51.000; Teilzeit

Zusammenfassung

Intuit, Inc. invites qualified tax professionals to join a virtual, customer-facing team for TurboTax. You will guide customers through federal/state returns, provide expert tax advice, and perform full-service preparation in a remote setting.

Role requires an active credential (CPA/EA/Attorney), at least 20 hours/week, and strong communication skills. Training and compliance requirements apply to support ongoing customer success.

Qualifikationen

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills—interacting with customers through video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Aufgaben

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, product/software inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and extensive tax knowledge.
• Use government sites and professional resources to deliver accurate answers in everyday language.
• Follow defined practices and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development including compliance and cross-training.

Kenntnisse

Active unrestricted credential (CPA/EA

2+ years tax prep experience

Strong communication skills

Technology proficiency

Customer service

Bilingual English/Spanish a plus

Tools

Commercial tax preparation software

Jobbeschreibung

Intuit, Inc. invites qualified tax professionals to join a virtual, customer-facing team for TurboTax. You will guide customers through federal/state returns, provide expert tax advice, and perform full-service preparation in a remote setting.

Role requires an active credential (CPA/EA/Attorney), at least 20 hours/week, and strong communication skills. Training and compliance requirements apply to support ongoing customer success.