Remote Tax Expert (CPA/EA) for Full-Service Returns

Intuit, Inc.; Mooresville (NC); Remote; USD 33.000 - 51.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will deliver expert tax guidance, perform full-service returns, and explain complex tax terms clearly to clients from across the United States. You must hold an active CPA/EA or practicing attorney credential, have 2+ years of return experience for at least 30 clients per season, and be comfortable with video interactions and a fast-paced

Qualifikationen

• Active unrestricted credential (CPA/EA/Practicing Attorney) required.
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain state licenses, permits, or bonds; PTIN required.
• Willingness to work minimum 20 hours per week.
• Knowledge of Circular 230 and strong tax law proficiency.

Aufgaben

• Conduct virtual, customer-facing tax guidance via state-of-the-art video tools.
• Provide tax advice and full-service return preparation and signature.
• Explain tax and technical terms in everyday language.
• Document customer interactions and troubleshoot inquiries per policies.
• Meet KPIs and participate in pilots and trainings.

Kenntnisse

Customer service

Video interviewing

Ausbildung

CPA

EA

Practicing Attorney

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual, customer-facing role.

You will deliver expert tax guidance, perform full-service returns, and explain complex tax terms clearly to clients from across the United States. You must hold an active CPA/EA or practicing attorney credential, have 2+ years of return experience for at least 30 clients per season, and be comfortable with video interactions and a fast-paced