Remote Tax Pro - CPA/EA/Attorney, TurboTax Expert

Intuit, Inc.; West Des Moines (IA); Remote; USD 30,000 - 41,000; Part time

Job summary

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax return preparation in a virtual setting.

You will help customers complete federal and state returns, explain tax terms, and ensure accurate calculations with strong customer service skills. Applicants must hold an active CPA/EA/Practicing Attorney credential and have 2+ years of tax prep experience.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses and PTIN.
• Willing to work a minimum of 20 hours per week and have internet access meeting security criteria.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full service returns, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Leverage government websites and resources to deliver accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve tax queries and document interactions.
• Work toward meeting KPI metrics and participate in pilots and training as needed.

Skills

Bilingual English/Spanish

Strong tax preparation experience

Excellent communication skills

Video/remote customer interaction

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Job description

Intuit, Inc. is seeking a highly qualified tax professional to assist TurboTax customers with expert guidance and tax return preparation in a virtual setting.

You will help customers complete federal and state returns, explain tax terms, and ensure accurate calculations with strong customer service skills. Applicants must hold an active CPA/EA/Practicing Attorney credential and have 2+ years of tax prep experience.