Remote Tax Pro: CPA/EA/Attorney Credentialed Expert

Intuit, Inc.; Fresno (CA); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking highly motivated professionals with active unrestricted credentials to help customers complete their taxes using TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms while advancing our mission to power prosperity.

This is a virtual, customer-facing role using video to interact with customers and resolve inquiries. Ideal candidates have CPA, EA, or practicing attorney credentials, 2+ years of experience with 1040 returns for many

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal/state individual 1040 preparation for 30+ clients per season.
• Must possess or obtain state licenses, PTIN, and related credentials.
• Willing to work minimum 20 hours per week; strong knowledge of Circular 230.
• Proficient with technology and general software; excellent customer service.
• Strong verbal and written communication skills; bilingual English/Spanish a plus.
• Must reside in the United States; dedicated hardwired internet meeting security criteria.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and leverage resources to answer questions.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and ongoing professional development.

Skills

Customer service

Communication

Verbal and written

Critical thinking

Problem solving

Research skills

Fast-paced workstyle

Teamwork

Multitasking

Tools

TurboTax

Smartlook

Video conferencing software

Job description

Intuit, Inc. is seeking highly motivated professionals with active unrestricted credentials to help customers complete their taxes using TurboTax. You will provide expert guidance, tax preparation, and explanations of tax terms while advancing our mission to power prosperity.

This is a virtual, customer-facing role using video to interact with customers and resolve inquiries. Ideal candidates have CPA, EA, or practicing attorney credentials, 2+ years of experience with 1040 returns for many