Remote Tax Expert (CPA/EA) — Full-Service Tax Prep

Intuit, Inc.; Broomfield (CO); Vor Ort; USD 38.000 - 48.000; Vollzeit

Benefits dieser Stelle

Bonus program

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA or practicing attorney credential to assist TurboTax customers remotely.

You will guide clients through tax preparation, offer advice, and complete full service returns with clear explanations of tax terms. You will interact via our video platform, apply government resources, and maintain high-quality customer experiences while meeting KPI targets.

Qualifikationen

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for multiple clients.
• Willing to obtain state licenses/certifications as needed.
• PTIN active and ready to use.

Aufgaben

• Interact with customers via video software in a virtual setting.
• Provide tax advice and full service return preparation and signature.
• Explain tax concepts in everyday language using reliable resources.
• Document interactions and adhere to company policies and KPIs.
• Participate in training, pilots, and up-skilling initiatives.

Kenntnisse

Tax preparation

Bilingual English/Spanish

Video/phone customer support

Strong communication skills

Tech proficient

Tools

TurboTax software

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a highly motivated tax professional with an active CPA/EA or practicing attorney credential to assist TurboTax customers remotely.

You will guide clients through tax preparation, offer advice, and complete full service returns with clear explanations of tax terms. You will interact via our video platform, apply government resources, and maintain high-quality customer experiences while meeting KPI targets.