Remote Tax Pro (CPA/EA) — Expert Guidance

Intuit, Inc.; West Des Moines (IA); Remote; USD 40.000 - 51.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. seeks a qualified tax professional to assist customers remotely with TurboTax. Active CPA/EA/Practicing Attorney credentials and strong tax knowledge required, with federal/state 1040 prep experience for multiple clients.

Guide customers through returns, explain tax concepts in plain language, and ensure compliance using video tools and online resources. Fast-paced, KPI-driven with training and potential bonuses offered.

Qualifikationen

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain state licenses/certifications.
• Must have PTIN.
• Willing to work a minimum of 20 hours/week.
• Working knowledge of Circular 230.

Aufgaben

• Virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep, product inquiries, calculations.
• Create high-quality interactions with empathy and tax knowledge.
• Use government sites and resources to deliver accurate answers in plain language.
• Follow procedures to troubleshoot and resolve inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in pilots, projects, and trainings as needed.
• Complete required trainings including compliance and cross-training.

Kenntnisse

Tax preparation

Verbal communication

Written communication

Customer service

Bilingual (EN/ES)

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. seeks a qualified tax professional to assist customers remotely with TurboTax. Active CPA/EA/Practicing Attorney credentials and strong tax knowledge required, with federal/state 1040 prep experience for multiple clients.

Guide customers through returns, explain tax concepts in plain language, and ensure compliance using video tools and online resources. Fast-paced, KPI-driven with training and potential bonuses offered.