Remote Tax Pro - CPA/EA/Attorney for TurboTax

Intuit, Inc.; Walnut Creek (CA); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, perform full-service return preparation, and explain tax terms in plain language, using video tools to interact with customers while aiming to exceed KPI targets and participate in ongoing training.

Qualifications

• Active unrestricted credential required (CPA/EA/Attorney).
• 2+ years preparing federal/state 1040 returns for clients.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States and have a valid PTIN.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language with accuracy.
• Utilize government resources and team expertise to deliver correct answers.
• Document customer interactions and comply with policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Excellent communication

Strong customer service

Video/phone support

Bilingual English/Spanish

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

PTIN holder

Tools

TurboTax software

Intuit ecosystem tools

Video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, perform full-service return preparation, and explain tax terms in plain language, using video tools to interact with customers while aiming to exceed KPI targets and participate in ongoing training.