Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Columbia (SC); Remote; USD 34,000 - 50,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products. You will guide customers, perform tax preparation, explain tax terms, and help empower clients to complete their returns from a remote setting.

The role emphasizes expert guidance, strong communication, and adherence to company procedures. Training, performance metrics, and potential bonuses are mentioned as part of the program.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using deep tax knowledge and empathy.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

Active CPA/EA/Attny credential

Tax preparation experience

Excellent communication

Video/remote interaction

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products. You will guide customers, perform tax preparation, explain tax terms, and help empower clients to complete their returns from a remote setting.

The role emphasizes expert guidance, strong communication, and adherence to company procedures. Training, performance metrics, and potential bonuses are mentioned as part of the program.