Remote Tax Expert (CPA/EA) for Virtual Returns

Intuit, Inc.; Tallahassee (FL); Remote; USD 36,000 - 47,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role requires CPA/EA/Practicing Attorney credentials and strong communication skills to provide expert guidance, tax preparation, and explanations of tax terms. You will assist with tax advice, full service return preparation and signature, and product inquiries, using video interactions to deliver confident, clear support.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 deep knowledge and expertise in tax preparation.
• Utilize 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 towards 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.

Education

Active unrestricted CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role requires CPA/EA/Practicing Attorney credentials and strong communication skills to provide expert guidance, tax preparation, and explanations of tax terms. You will assist with tax advice, full service return preparation and signature, and product inquiries, using video interactions to deliver confident, clear support.