Remote Tax Pro (CPA/EA) – Expert Returns

Intuit, Inc.; Charleston (SC); Remote; USD 36,000 - 47,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active, unrestricted credential to help TurboTax customers complete their taxes remotely.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, contributing to a delightful brand experience. In this virtual role, you'll interact via video, apply policy-based solutions, document interactions, and participate in training to meet KPI targets and big bet goals while supporting

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of federal and state individual 1040 tax return prep for 30+ clients per season using commercial software.
• Willing to work 20+ hours per week and hold required state licenses and PTIN.

Responsibilities

• Interact with customers in a virtual, video-based environment.
• Provide tax advice and full-service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Create high-quality customer interactions using deep tax knowledge.
• Use government and professional resources to deliver accurate answers.
• Follow defined processes to troubleshoot tax inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax knowledge

Customer service

Communication skills

Bilingual (English/Spanish)

Active CPA/EA/Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active, unrestricted credential to help TurboTax customers complete their taxes remotely.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, contributing to a delightful brand experience. In this virtual role, you'll interact via video, apply policy-based solutions, document interactions, and participate in training to meet KPI targets and big bet goals while supporting