Remote Tax Pro: CPA/EA/Attorney Expert

Intuit, Inc.; Newark (OH); Remote; USD 33,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terms using video interactions.

Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 prep experience for many clients. English/Spanish is a plus; US residency required.

Qualifications

• Must possess active unrestricted credential (CPA/EA or Practicing Attorney) with strong tax prep experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season using commercial software.
• Must have or obtain state licenses/permits and PTIN.

Responsibilities

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full-service return prep and signing, and software inquiries.
• Document interactions and meet KPI metrics and program goals.
• Complete required training and comply with policies and security criteria.

Skills

Active CPA/EA/Attorney credential

2+ years tax preparation experience

Strong communication skills

Video/remote customer interactions

Bilingual English/Spanish (plus)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, tax preparation, and explanations of tax terms using video interactions.

Candidates must hold an active unrestricted credential (CPA/EA/Practicing Attorney) and have 2+ years of federal/state 1040 prep experience for many clients. English/Spanish is a plus; US residency required.