Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; New London (CT); Remote; USD 34,000 - 51,000; Full time

Job summary

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

You will provide tax guidance, perform full service return preparation, and answer software questions via video interactions. A successful candidate has an active credential (CPA/EA/Practicing Attorney) and proven tax prep experience, with ability to work at least 20 hours weekly and reside in the United States.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience and knowledge of tax laws.
• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Must have an active PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in training, pilots, and cross-training as needed.

Job description

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

You will provide tax guidance, perform full service return preparation, and answer software questions via video interactions. A successful candidate has an active credential (CPA/EA/Practicing Attorney) and proven tax prep experience, with ability to work at least 20 hours weekly and reside in the United States.