Remote Tax Expert (CPA/EA) for TurboTax Guidance

Intuit, Inc.; Santa Barbara (CA); Remote; USD 40.000 - 51.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a qualified tax professional to guide TurboTax customers through their returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and help customers understand tax terms.

The role requires an active credential (CPA/EA/Attorneys), strong communication skills, and the ability to work at least 20 hours per week from within the United States. Remote work availability is part of the position.

Qualifikationen

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years preparing federal and state individual returns for 30+ clients per season.
• Must possess or be able to obtain state licenses/certificates/bonds.
• Must have PTIN and reside in the United States.

Aufgaben

• This is a virtual, customer-facing role assisting TurboTax customers via video communications to provide tax guidance and prepare returns.
• Provide tax advice, full service return preparation and signatures, and answer product questions.
• Document customer interactions and maintain accurate records; meet KPI metrics and participate in training.

Kenntnisse

Active credential required

Tax preparation

Communication skills

Technical proficiency

Bilingual (English/Spanish)

Tools

Tax software

Jobbeschreibung

Intuit, Inc. is seeking a qualified tax professional to guide TurboTax customers through their returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and help customers understand tax terms.

The role requires an active credential (CPA/EA/Attorneys), strong communication skills, and the ability to work at least 20 hours per week from within the United States. Remote work availability is part of the position.