Remote Tax Expert: CPA/EA Guided Returns

Intuit, Inc.; Roseville (CA); A distancia; USD 33.000 - 51.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This is a virtual, customer-facing role powered by state-of-the-art video tools.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms while delivering top-tier customer experiences. A minimum of 20 hours per week and US residency are required.

Formación

• Must possess an active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state 1040 prep for 30+ clients per season.
• Possess or obtain related state licenses/certificates/permits.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 preferred.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice and full-service return preparation and signatures.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and resolve inquiries per policy.
• Collaborate with resources to ensure accurate, compliant guidance.
• Meet KPI metrics and participate in training and pilots as required.

Conocimientos

Active credential

Tax preparation

Customer service

Video communications

Herramientas

Commercial tax software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax. This is a virtual, customer-facing role powered by state-of-the-art video tools.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms while delivering top-tier customer experiences. A minimum of 20 hours per week and US residency are required.