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

Intuit, Inc.; Oklahoma City (OK); À distance; USD 39 000 - 51 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax expert with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products. The role focuses on expert guidance, tax preparation, and clear explanations of tax terms, while delivering exceptional customer experiences.

This is a virtual, customer-facing position utilizing advanced video tools. You will help with advisory guidance, full service return prep, tax calculations, and product

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience
• 2+ years of federal/state individual 1040 prep for 30+ clients/season
• Ability to obtain state licenses/certificates/permits/bonds
• Active PTIN required
• Willingness to work minimum 20 hours per week
• Knowledge of Circular 230
• Proficient with technology and video/audio tools
• English/Spanish bilingual a plus
• Reside in the United States

Responsabilités

• Work virtually with customers via video communications to provide tax guidance.
• Assist with full service tax return preparation and e-signature.
• Answer product and software questions and provide tax calculations.
• Document customer interactions and meet KPI targets.
• Participate in training, pilots, and ongoing professional development.

Connaissances

Tax preparation

Customer service

Video/teleconference

Deep tax knowledge

Formation

CPA

EA

Practicing Attorney

Outils

TurboTax software

Federal/State tax software

Description du poste

Intuit, Inc. is seeking a highly motivated tax expert with an active unrestricted credential (CPA/EA/Practicing Attorney) to help customers complete their taxes using TurboTax products. The role focuses on expert guidance, tax preparation, and clear explanations of tax terms, while delivering exceptional customer experiences.

This is a virtual, customer-facing position utilizing advanced video tools. You will help with advisory guidance, full service return prep, tax calculations, and product