Remote Tax Expert (CPA/EA) for Tax Prep

Intuit, Inc.; Folsom (CA); À distance; USD 40 000 - 50 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, offer expert advice, and explain tax concepts in plain language using our video tools.

The role emphasizes delivering high-quality customer interactions, meeting KPIs, and completing required training, with a focus on federal and state return preparation for individuals. Remote work is supported across the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years of federal and state 1040 returns prepared for 30+ clients per season.
• Must hold or obtain state licenses, permits, or bonds; PTIN required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230; proficient with technology.

Responsabilités

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.

Connaissances

CPA/EA/Attorney

Tax preparation

2+ years tax prep

PTIN

Bilingual EN/ES

Remote work readiness

Video customer support

Formation

Active professional credential

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide customers through tax preparation, offer expert advice, and explain tax concepts in plain language using our video tools.

The role emphasizes delivering high-quality customer interactions, meeting KPIs, and completing required training, with a focus on federal and state return preparation for individuals. Remote work is supported across the United States.