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

Intuit, Inc.; Concord (NC); Remote; USD 33,000 - 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 assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, perform full-service return preparation and explain tax terms in clear language. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have at least two years of tax preparation experience with 1040 returns for numerous clients per season.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing and able 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 – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Unrestricted credential

Tax preparation

Video/phone service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely in completing federal and state returns.

You will provide expert guidance, perform full-service return preparation and explain tax terms in clear language. Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have at least two years of tax preparation experience with 1040 returns for numerous clients per season.