Remote Tax Expert — CPA/EA TurboTax Specialist

Intuit, Inc.

Monroe (LA)

Remote

USD 34,000 - 51,000

Full time

11 hours ago
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Benefits offered by this job

Bonus program
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers with tax preparation and guidance in a virtual setting. You will leverage your active credential and tax expertise to explain complex terms clearly and ensure accurate returns, while delivering outstanding customer experiences.

Candidates should have 2+ years of 1040 experience, be PTIN active, and reside in the United States. This remote role requires 20+ hours per week and offers a competitive compensation package

Qualifications

  • Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
  • 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
  • State licenses/certificates, permits, or bonds as required.
  • Active PTIN.
  • Willing to work at least 20 hours per week.
  • Working knowledge of Circular 230.
  • Proficient with technology and computer operations.
  • Excellent verbal and written communication skills.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role using video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and product/software inquiries.
  • Create high-quality customer interactions with deep tax knowledge and empathy.
  • Utilize government websites and resources to deliver accurate answers in plain language.
  • Follow defined procedures to resolve tax advice and preparation inquiries.
  • Document customer interactions and support KPI targets and Big Bet Goals.
  • Participate in pilot tests, projects, and validations as needed.
  • Complete required training and development as determined by the business.

Skills

Active credential
Communication skills
Tax preparation
Video support
Bilingual (EN/ES)

Tools

TurboTax software
Tax software

Job description

Intuit, Inc. is seeking qualified tax professionals to assist TurboTax customers with tax preparation and guidance in a virtual setting. You will leverage your active credential and tax expertise to explain complex terms clearly and ensure accurate returns, while delivering outstanding customer experiences.

Candidates should have 2+ years of 1040 experience, be PTIN active, and reside in the United States. This remote role requires 20+ hours per week and offers a competitive compensation package

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