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

Intuit, Inc.; Montgomery (AL); Remote; USD 34.000 - 51.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with their federal and state returns via a virtual setup. You will provide expert tax guidance, perform full-service return preparation, and explain complex tax terms in plain language.

A strong credentials requirement and commitment to training are essential. Role requires at least 20 hours per week, remote work from the United States, and excellent communication skills to uphold Intuit’s service standards and customer

Qualifikationen

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of federal/state 1040 returns prep for 30+ clients per season using commercial tax software.
• Must possess (or obtain) related state licenses/certificates/bonds and PTIN.
• Must be willing to commit to at least 20 hours per week.

Aufgaben

• Interact with customers virtually using video communications software.
• Provide tax guidance, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in everyday language, document interactions, and meet KPI targets.
• Complete required training including compliance and cross-training as needed.

Kenntnisse

Tax preparation

Customer service

Video/online support

Bilingual English/Spanish

Ausbildung

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with their federal and state returns via a virtual setup. You will provide expert tax guidance, perform full-service return preparation, and explain complex tax terms in plain language.

A strong credentials requirement and commitment to training are essential. Role requires at least 20 hours per week, remote work from the United States, and excellent communication skills to uphold Intuit’s service standards and customer