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

Intuit, Inc.; Longmont (CO); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax and software terms using video interactions.

Ideal candidates hold an active CPA/EA/Practicing Attorney credential with 2+ years of federal/state 1040 experience, and are willing to work at least 20 hours weekly from the United States.

Qualifications

• Must possess an active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Willing/able to obtain state licenses, permits, or bonds as needed.
• Must have PTIN and know Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video communications tools.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice and full service return preparation and signatures.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPI targets and participate in trainings and pilots.

Skills

Tax preparation

Customer service

Communication

Problem solving

Education

CPA / EA / Practicing Attorney credential

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax and software terms using video interactions.

Ideal candidates hold an active CPA/EA/Practicing Attorney credential with 2+ years of federal/state 1040 experience, and are willing to work at least 20 hours weekly from the United States.