Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Aurora (CO); Remote; USD 38.000 - 48.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and handle software questions via video interactions.

Strong communication and customer empathy are essential as you help users understand tax terms and complete their filings. You must hold a CPA, EA, or practicing attorney credential with proven 1040 experience, and be willing to train on Intuit processes.

Qualifikationen

• Active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation knowledge.
• 2+ years of federal/state individual 1040 returns prep for at least 30 clients per season.

Aufgaben

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and use company policies to resolve inquiries.
• Work toward meeting KPI metrics and participate in training and pilots as needed.

Kenntnisse

Tax preparation

Unrestricted credential

Customer service

Video calls

Communication skills

Problem solving

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, and handle software questions via video interactions.

Strong communication and customer empathy are essential as you help users understand tax terms and complete their filings. You must hold a CPA, EA, or practicing attorney credential with proven 1040 experience, and be willing to train on Intuit processes.