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

Jobtome; Reading (Berks County); Remoto; USD 34.000 - 51.000; Tempo integral

Resumo da vaga

Intuit is seeking a tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist customers remotely with TurboTax products. The role focuses on expert tax guidance, preparation, and clear explanations of tax terms while enhancing the customer experience.

You will interact with customers via video, deliver accurate tax advice, complete returns, and answer software questions. A minimum of 20 hours per week and active PTIN are required.

Qualificações

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsabilidades

• Assist customers via video interactions using Intuit TurboTax tools.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Deliver high quality customer interactions with empathy and expertise in tax preparation.
• Reference government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and contribute to KPI metrics and project validations.

Conhecimentos

Active credential

Tax prep exp

Strong communication

Bilingual English/Spanish

Descrição da vaga

Intuit is seeking a tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist customers remotely with TurboTax products. The role focuses on expert tax guidance, preparation, and clear explanations of tax terms while enhancing the customer experience.

You will interact with customers via video, deliver accurate tax advice, complete returns, and answer software questions. A minimum of 20 hours per week and active PTIN are required.