Remote Tax Expert (CPA/EA) – Tax Prep & Guidance

Intuit, Inc.; Davenport (IA); Remoto; USD 34.000 - 44.000; Tempo pieno

Descrizione del lavoro

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers remotely in preparing and filing federal and state returns. You will provide expert guidance, explain tax terms, and deliver high-quality service using video interactions.

Ideal candidates hold CPA/EA or practicing attorney credentials, with 2+ years of experience, and a strong knowledge of tax laws. Willingness to train and meet security requirements is essential.

Competenze

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain State licenses/certificates/permits/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 tax software.
• Strong communication and customer service skills.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Mansioni

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, complete full service returns and signings, and answer product questions.
• Deliver high-quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and professional resources to find accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve tax questions.
• Document customer interactions and progress toward KPIs and Big Bet Goals.
• Participate in training, projects, and validations as required.

Conoscenze

Tax preparation

Customer service

Communication skills

Problem solving

Bilingual (English/Spanish)

Formazione

CPA

EA

Practicing Attorney

Strumenti

TurboTax

Commercial tax software

Descrizione del lavoro

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers remotely in preparing and filing federal and state returns. You will provide expert guidance, explain tax terms, and deliver high-quality service using video interactions.

Ideal candidates hold CPA/EA or practicing attorney credentials, with 2+ years of experience, and a strong knowledge of tax laws. Willingness to train and meet security requirements is essential.