Remote Tax Expert (CPA/EA) | Full Service Returns

Intuit, Inc.; McAllen (TX); Remote; USD 33,000 - 50,000; Full time

Job summary

Intuit, Inc. seeks a tax professional with an active credential to guide TurboTax customers through their returns virtually, providing expert tax advice and clear explanations.

In a remote, customer-facing role, you’ll assist with 1040 federal and state filings, answer product questions, perform calculations, and document interactions. You must reside in the United States, maintain a hardwired internet connection, meet KPI metrics, participate in training, and may receive a bonus and benefits.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years, 1040 federal/state prep for at least 30 clients per season using tax software.
• Must possess or obtain 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.
• Proficient with technology and software.
• Strong customer service, professional communication skills.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, determination.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

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 with empathy and deep tax knowledge.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Tech proficiency

Bilingual (English/Spanish)

Education

Active CPA/EA/Practitioner credential

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a tax professional with an active credential to guide TurboTax customers through their returns virtually, providing expert tax advice and clear explanations.

In a remote, customer-facing role, you’ll assist with 1040 federal and state filings, answer product questions, perform calculations, and document interactions. You must reside in the United States, maintain a hardwired internet connection, meet KPI metrics, participate in training, and may receive a bonus and benefits.