Remote Tax Pro (CPA/EA) — Expert Guidance & Prep

Jobtome; Allentown (Lehigh County); Remote; USD 39,000 - 51,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) for a virtual, customer-facing role helping TurboTax customers with tax returns, advice, and explanations of tax terms using video communications.

Responsibilities include full-service return preparation, documentation of interactions, and meeting KPIs. Must reside in the United States and hold an active credential; bilingual English/Spanish a plus.

Qualifications

• Must hold an active credential (CPA/EA/Attorney) with tax preparation experience.
• 2+ years of recent federal and state individual 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must have PTIN.
• Willing to work minimum 20 hours/week.
• Knowledge of Circular 230.
• Strong tech skills and ability to use video tools.
• Excellent communication and customer service skills.
• Ability to work in fast-paced environment with minimal supervision.
• Reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per policy.
• Meet KPIs and participate in pilot projects and trainings.
• Maintain up-to-date knowledge of tax laws and resources and communicate clearly to customers.

Skills

Active license (CPA/EA/Attorney)

2+ years tax prep experience

Video/phone customer service

PTIN holder

Circular 230 knowledge

United States resident

Bilingual English/Spanish

Education

CPA/EA/Attorney credential

Tools

TurboTax software

Video conferencing tools

Job description

Intuit is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) for a virtual, customer-facing role helping TurboTax customers with tax returns, advice, and explanations of tax terms using video communications.

Responsibilities include full-service return preparation, documentation of interactions, and meeting KPIs. Must reside in the United States and hold an active credential; bilingual English/Spanish a plus.