Remote Tax Expert (CPA/EA) — TurboTax Specialist

Intuit, Inc.; Murfreesboro (TN); Remote; USD 33,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Attorney) to help customers complete their TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language while meeting KPI metrics. You must work a minimum of 20 hours per week, reside in the United States, and use video interactions to deliver accurate answers.

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting security criteria.
• Reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video using our tools.
• Help TurboTax customers with tax advice, full service return prep and signature, and product inquiries.
• Create high quality interactions using empathy and deep tax knowledge.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and meet KPI metrics; participate in pilots and training as needed.

Skills

Tax preparation expertise

Excellent communication

Video call proficiency

Bilingual English/Spanish a plus

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Attorney) to help customers complete their TurboTax returns in a virtual, customer-facing role.

You will provide expert tax guidance, perform full service return preparation, and explain tax terms in plain language while meeting KPI metrics. You must work a minimum of 20 hours per week, reside in the United States, and use video interactions to deliver accurate answers.