Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Chesterfield (MO); 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 with an active unrestricted credential (CPA, EA, or practicing attorney) to help TurboTax customers complete their taxes.

This is a virtual, customer-facing role that uses advanced video communications to provide expert guidance, tax preparation, and explanations of tax terms to customers. You will work toward Intuit's mission of powering prosperity, delighting customers, and helping them prepare their taxes.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must have or obtain state licenses/certificates/permits/bonds.
• Must have PTIN.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product/software inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilots, and ongoing development.

Skills

Active credential

Tax preparation

Customer service

Video conferencing

Bilingual EN/ES

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA, EA, or practicing attorney) to help TurboTax customers complete their taxes.

This is a virtual, customer-facing role that uses advanced video communications to provide expert guidance, tax preparation, and explanations of tax terms to customers. You will work toward Intuit's mission of powering prosperity, delighting customers, and helping them prepare their taxes.