Remote Tax Pro: CPA/EA/Attorney Advisor

Intuit, Inc.; Lawrenceville (GA); Remote; USD 34.000 - 50.000; Vollzeit

Zusammenfassung

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of complex terms. You will interact via video, deliver accurate advice, and ensure smooth client experiences while meeting performance goals.

The role requires a CPA/EA/Practicing Attorney credential, 2+ years of prep experience for numerous returns, active PTIN, and a willingness to train and adapt to changing requirements. Bilingual English/Spanish is a plus.

Qualifikationen

• Active credential required (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal/state individual tax return prep for many clients per season using tax software.
• Must hold or obtain state licenses, permits, or bonds; active PTIN.
• Willingness to work minimum 20 hours/week; remote-friendly role.

Aufgaben

• Interact with customers via video using Intuit tools.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms clearly and document customer interactions.
• Use government sites and resources to deliver accurate answers.
• Meet KPI metrics and participate in trainings and pilot projects.

Kenntnisse

Customer service

Verbal & written comms

Video interactions

Problem solving

Bilingual English/Spanish

Ausbildung

Active CPA/EA/Practicing Attorney credential

PTIN holder

Tools

Commercial tax preparation software

Jobbeschreibung

Intuit, Inc. seeks a qualified tax professional to assist TurboTax customers remotely with tax guidance, preparation, and explanations of complex terms. You will interact via video, deliver accurate advice, and ensure smooth client experiences while meeting performance goals.

The role requires a CPA/EA/Practicing Attorney credential, 2+ years of prep experience for numerous returns, active PTIN, and a willingness to train and adapt to changing requirements. Bilingual English/Spanish is a plus.