Remote Tax Pro: CPA/EA Expert for TurboTax Help

Intuit, Inc.; Birmingham (AL); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products in a fully remote capacity in the United States. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident, courteous service via video and audio interactions.

Responsibilities include assisting customers with returns, offering tax advice, handling full-service prep and sign-off, researching tax questions

Qualifications

• Must possess active unrestricted credential: CPA (Certified Public Accountant), EA (Enrolled Agent), or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including full service return preparation and signature, tax calculations, and product inquiries.
• Create high quality customer interactions using deep customer empathy and expert tax knowledge.
• Use government resources and team expertise to deliver accurate answers in everyday language.
• Document customer interactions and work toward meeting KPI metrics and project goals.
• Participate in training, pilot testing, and other program initiatives as required.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Fast-paced work

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Tools

TurboTax

Job description

Intuit is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products in a fully remote capacity in the United States. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident, courteous service via video and audio interactions.

Responsibilities include assisting customers with returns, offering tax advice, handling full-service prep and sign-off, researching tax questions