Remote Tax Expert | CPA/EA for TurboTax Guidance

Intuit, Inc.; Bakersfield (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to support TurboTax customers in a virtual, customer-facing role. Active unrestricted credential (CPA/EA/Practicing Attorney) and strong tax knowledge are required.

You will provide expert guidance, prepare returns, explain tax terms, and resolve inquiries using plain language. You will work remotely across the U.S., using video tools to engage customers, meet KPIs, and participate in training.

Qualifications

• Must possess active unrestricted credential: EA, CPA, 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 for compensation, 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.
• Willingness 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 (Smartlook) 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 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.

Skills

Tax preparation experience

Customer service skills

Video communication tools

Communication skills

Problem solving

Research skills

Education

Active CPA/EA/Practicing Attorney credentials

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a highly qualified tax professional to support TurboTax customers in a virtual, customer-facing role. Active unrestricted credential (CPA/EA/Practicing Attorney) and strong tax knowledge are required.

You will provide expert guidance, prepare returns, explain tax terms, and resolve inquiries using plain language. You will work remotely across the U.S., using video tools to engage customers, meet KPIs, and participate in training.