Remote Tax Expert — CPA/EA with Bonuses & Equity

Intuit, Inc.; Tucson (AZ); Remote; USD 58,000 - 75,000; Full time

Benefits offered by this job

Bonus eligibility

Remote work option

Job summary

Intuit, Inc. seeks a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to our customers, helping them file accurately and confidently. This virtual, customer-facing role uses state-of-the-art video tools to interact with customers, deliver tax advice, and perform full service return preparation

Qualifications

• Must possess active unrestricted credential: CPA/EA/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.

Responsibilities

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.

Skills

Tax knowledge

Customer service

Communication

Video/Phone support

Education

CPA/EA/Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. seeks a highly motivated individual with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to our customers, helping them file accurately and confidently. This virtual, customer-facing role uses state-of-the-art video tools to interact with customers, deliver tax advice, and perform full service return preparation