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

Intuit, Inc.; Caldwell (OH); À distance; USD 34 000 - 43 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, timely filings using TurboTax in a virtual setting.

The role requires active credentials (CPA/EA/Attorney), 20+ hours/week, strong communication, and the ability to work with video tools and government resources. Bilingual EN/ES is a plus. U.S. residency required.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• 2+ years federal and state 1040 returns for 30+ clients per season using commercial tax prep software.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology; strong computer skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation, and signature guidance for TurboTax customers.
• Create high quality interactions with empathy and deep tax knowledge.
• Use government websites and professional resources to deliver accurate answers.
• Apply company procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPIs and Big Bet Goals, and participate in training or pilots as needed.

Connaissances

Tax expertise

Video calling

Customer service

Communication skills

Bilingual EN/ES

Outils

TurboTax

Video software

CRM tools

Description du poste

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, timely filings using TurboTax in a virtual setting.

The role requires active credentials (CPA/EA/Attorney), 20+ hours/week, strong communication, and the ability to work with video tools and government resources. Bilingual EN/ES is a plus. U.S. residency required.