Remote Tax Pro (CPA/EA) - Expert Returns

Intuit, Inc.; Allentown (Lehigh County); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking an active, unrestricted credentialed tax expert to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms.

This is a virtual, customer-facing role requiring strong communication and a commitment to empowering customers to complete their taxes accurately. You will use video tools to interact with customers, deliver high-quality service, and document interactions while aiming to meet key performance metrics.

Qualifications

• Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses and PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and communication tools.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Explain tax and technical terms in everyday language for customer understanding.
• Document customer interactions and strive to meet KPI metrics.

Skills

Active unrestricted credential

Strong tax preparation experience

Excellent verbal and written Communic

Bilingual English/Spanish (a plus)

Education

State licenses / permits / bonds (where applicable)

Tools

Commercial tax software

Job description

Intuit, Inc. in the United States is seeking an active, unrestricted credentialed tax expert to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms.

This is a virtual, customer-facing role requiring strong communication and a commitment to empowering customers to complete their taxes accurately. You will use video tools to interact with customers, deliver high-quality service, and document interactions while aiming to meet key performance metrics.