Remote Tax Pro: CPA/EA/Attorney

Intuit, Inc.; McAllen (TX); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through their returns in a virtual environment.

You will apply your active credential (CPA/EA/Practicing Attorney) and strong communication skills to explain tax terms and provide accurate preparation support. In this fast-paced role, you will use video tools to connect with clients, resolve tax questions, prepare returns, and document interactions while meeting KPI goals and participating in ongoing training

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• State licenses, certificates, or bonds may be required or obtained.
• PTIN (Preparer Tax Identification Number) required.
• Willing to work a minimum of 20 hours per week.
• Circular 230 knowledge and solid computer skills.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, advice, and full-service preparation.
• Create high quality interactions with empathy and tax expertise.
• Utilize government resources and team expertise to provide accurate answers in plain language.
• Apply procedures and policies to troubleshoot tax inquiries.
• Document customer interactions and progress.
• Meet KPI metrics and Big Bet goals.
• Participate in pilots, projects, and training as needed.
• Complete required training and development as determined by the business.

Skills

Tax knowledge

Customer service

Video conferencing

Education

CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated tax professional to guide TurboTax customers through their returns in a virtual environment.

You will apply your active credential (CPA/EA/Practicing Attorney) and strong communication skills to explain tax terms and provide accurate preparation support. In this fast-paced role, you will use video tools to connect with clients, resolve tax questions, prepare returns, and document interactions while meeting KPI goals and participating in ongoing training