Remote Tax Expert & Prep Consultant (CPA/EA)

Intuit, Inc.; Newark (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will leverage video interactions to provide expert support, deliver full-service returns, and help customers navigate tax software and regulations.

Strong communication, confidentiality, and adherence to policies are essential. Responsibilities include documenting interactions, meeting KPIs, and participating in training and pilots.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney.
• 2+ years of federal/state 1040 prep for 30+ clients per season.
• PTIN required.
• Willing to work a minimum of 20 hours per week.
• Strong knowledge of tax laws and Circular 230.

Responsibilities

• Interact with customers via video using our software.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and maintain records.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation

Customer service

Verbal & written communication

Video communication tools

Bilingual (English/Spanish)

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will leverage video interactions to provide expert support, deliver full-service returns, and help customers navigate tax software and regulations.

Strong communication, confidentiality, and adherence to policies are essential. Responsibilities include documenting interactions, meeting KPIs, and participating in training and pilots.