Remote Tax Pro (CPA/EA/Attorney)

Intuit, Inc.; Cumming (GA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms in a virtual, customer-facing role.

You will help customers complete federal and state returns, deliver accurate tax advice, and support product inquiries using video-based communications. Eligible candidates have an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of prepping 1040s for multiple clients, and the ability to work at

Qualifications

• Must possess an active, unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain related state licenses, 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 and software.
• Strong customer service with professional, friendly manner.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Create high quality customer interactions demonstrating empathy and tax expertise.
• Use government sites and resources to provide accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilots, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Active unrestricted credential (CPA/EA

Strong tax preparation experience

Excellent communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking an experienced tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms in a virtual, customer-facing role.

You will help customers complete federal and state returns, deliver accurate tax advice, and support product inquiries using video-based communications. Eligible candidates have an active unrestricted credential (CPA/EA/Practicing Attorney), 2+ years of prepping 1040s for multiple clients, and the ability to work at