Remote Tax Pro - CPA/EA/Attorney

Intuit, Inc.; Springfield (IL); Remote; USD 38,000 - 48,000; Part time

Job summary

Intuit, Inc. is seeking experienced tax professionals for a virtual, customer-facing role to help TurboTax users complete their returns with expert guidance and clear explanations of tax terms.

You will provide tax preparation support, calculations, and software guidance while delivering a high-quality customer experience. Requirements include active unrestricted credentials (CPA/EA/Attorney), experience with federal/state 1040 returns, and the ability to work at least 20 hours per week.

Qualifications

• Active unrestricted credential: CPA, EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of federal and state individual 1040 tax return experience for many clients using commercial software.
• Must possess or be able to obtain related state licenses, certificates, 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; solid computer skills.
• Excellent verbal and written communication skills; strong customer service.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using deep tax knowledge and empathy.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot tax preparation inquiries.
• Document customer interactions and meet KPIs and Big Bet Goals.
• Participate in pilot testing, projects and training as needed.

Job description

Intuit, Inc. is seeking experienced tax professionals for a virtual, customer-facing role to help TurboTax users complete their returns with expert guidance and clear explanations of tax terms.

You will provide tax preparation support, calculations, and software guidance while delivering a high-quality customer experience. Requirements include active unrestricted credentials (CPA/EA/Attorney), experience with federal/state 1040 returns, and the ability to work at least 20 hours per week.