Remote Tax Expert (CPA/EA): Expert Guidance & Prep

Jobtome; Anaheim (CA); Remote; USD 40.000 - 51.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit is seeking a highly skilled tax professional to assist TurboTax customers remotely with tax guidance, return preparation, and explanations of tax terms. You will interact via video, ensuring accurate, compliant filings and high-quality customer experiences.

Requirements include an active CPA/EA/Attorney credential, 2+ years of federal/state 1040 prep for 30+ clients per season, PTIN, and the ability to work at least 20 hours weekly. Bilingual English/Spanish a plus.

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 software.
• Must hold or be able to obtain relevant state licenses/certificates.
• Must have active PTIN.
• Willing to work minimum 20 hours per week.

Aufgaben

• Provide tax guidance and full service return preparation via video.
• Explain tax concepts and answer product questions to customers.
• Document customer interactions and maintain KPIs.
• Complete required training and security/compliance requirements.

Kenntnisse

Tax preparation

Customer service

Video conferencing

Communication

Problem solving

Ausbildung

CPA/EA/Attorney credential

Tools

TurboTax

Intuit software

Jobbeschreibung

Intuit is seeking a highly skilled tax professional to assist TurboTax customers remotely with tax guidance, return preparation, and explanations of tax terms. You will interact via video, ensuring accurate, compliant filings and high-quality customer experiences.

Requirements include an active CPA/EA/Attorney credential, 2+ years of federal/state 1040 prep for 30+ clients per season, PTIN, and the ability to work at least 20 hours weekly. Bilingual English/Spanish a plus.