Remote Tax Expert (CPA/EA) - TurboTax Guidance

Intuit, Inc.; Portland (OR); Remote; USD 65.000 - 85.000; Vollzeit

Zusammenfassung

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role focuses on delivering accurate, customer-friendly support via video interactions and leveraging strong tax knowledge. The position requires an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal and state 1040 prep experience, and the ability to work remotely at least 20 hours per week.

Qualifikationen

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax prep experience.
• 2+ years of federal and state individual 1040 preparation experience, for multiple clients per season.
• Willing to obtain state licenses/certificates as needed.
• Must have PTIN and understanding of Circular 230.
• Willing to work ≥20 hours/week.
• Strong communication skills, both written and verbal.

Aufgaben

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax knowledge.
• Use government websites and resources to deliver accurate answers in everyday language.
• Follow procedures to troubleshoot and resolve tax advice and preparation questions.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing and training as required.

Kenntnisse

Tax knowledge

Customer service

Video conferencing

Critical thinking

Bilingual English/Spanish (a plus)

Tools

Commercial tax software

Jobbeschreibung

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

The role focuses on delivering accurate, customer-friendly support via video interactions and leveraging strong tax knowledge. The position requires an active unrestricted credential (CPA/EA/Practicing Attorney) with 2+ years of federal and state 1040 prep experience, and the ability to work remotely at least 20 hours per week.