Remote Tax Expert (CPA/EA) - TurboTax Guidance

Intuit, Inc.; Myrtle Point (OR); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly skilled tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through complex returns.

You will deliver expert tax advice, perform full service return preparation, and explain tax concepts in plain language via video interactions. You will use government resources and our team expertise to deliver accurate answers, document interactions, and meet KPIs in a fast-paced, remote team.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain state licenses/certificates/permits/bonds; PTIN.

Responsibilities

• This is a virtual, customer-facing role using video to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government resources and team knowledge to deliver accurate answers.
• Document customer interactions and meet KPI metrics.

Skills

Tax knowledge

Customer service

Communication

Problem solving

Education

Active unrestricted credential (CPA/EA/Practicing Attorney)

Tools

Video communications software

Job description

Intuit, Inc. is seeking a highly skilled tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to guide TurboTax customers through complex returns.

You will deliver expert tax advice, perform full service return preparation, and explain tax concepts in plain language via video interactions. You will use government resources and our team expertise to deliver accurate answers, document interactions, and meet KPIs in a fast-paced, remote team.