Remote Tax Pro: CPA/EA/Attorney Expertise & Support

Intuit, Inc.; Santa Maria (CA); Remote; USD 40.000 - 51.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers remotely.

You will guide clients through tax returns, provide explanations of tax terms, and perform full service preparation with a focus on accuracy and customer satisfaction. The role requires active credentials (CPA/EA/Attorney), 2+ years of filing experience for individual returns, and the ability to operate securely from a home setup.

Qualifikationen

• Must possess an active, unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent federal/state individual 1040 tax returns for at least 30 clients per season.
• Willingness to obtain related state licenses or bonds and PTIN.

Aufgaben

• Provide tax advice and full service return preparation and signature.
• Assist TurboTax customers via video interactions.
• Document customer interactions and meet KPI metrics.
• Participate in training and compliance programs as required.

Kenntnisse

Active unrestricted credential (CPA/EA

2+ years tax preparation experience

Strong communication skills

Proficient with technology

Bilingual English/Spanish (a plus)

Ausbildung

State licenses / certificates / permits

Tools

Commercial tax preparation software

PTIN system

Jobbeschreibung

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers remotely.

You will guide clients through tax returns, provide explanations of tax terms, and perform full service preparation with a focus on accuracy and customer satisfaction. The role requires active credentials (CPA/EA/Attorney), 2+ years of filing experience for individual returns, and the ability to operate securely from a home setup.