Remote Tax Expert (CPA/EA) — Tax Prep Specialist

Intuit, Inc.; Folsom (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their taxes through a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, while upholding Intuit’s commitment to empowering customers to prepare their taxes. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 experience with TurboTax-like software.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service skills with professional, friendly communication via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and deep tax expertise.
• Leverage government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined procedures and company policies to troubleshoot inquiries.
• Document customer interactions and monitor KPI metrics and goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training, including compliance and product knowledge.

Skills

Active CPA/EA/Attorney

Tax preparation experience

Video communication tools

Excellent communication

Bilingual English/Spanish

PTIN

Circular 230 knowledge

Technology proficiency

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their taxes through a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, while upholding Intuit’s commitment to empowering customers to prepare their taxes. The role requires an active unrestricted credential (CPA/EA/Practicing Attorney) and 2+ years of federal/state 1040 experience with TurboTax-like software.