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

Intuit, Inc.; North Las Vegas (NV); À distance; USD 40 000 - 51 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional to help customers complete their TurboTax returns remotely. You will provide expert guidance, perform full-service preparation, and explain tax terms in everyday language to empower customers to file confidently.

The role emphasizes high-quality customer interactions, adherence to procedures, and ongoing training in a fast-paced, remote work environment across the United States.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
• 2+ years of federal/state 1040 preparation for at least 30 clients per season using commercial tax software.
• State licenses, certificates, permits, or bonds may be required or obtainable.
• PTIN active.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and video/audio tools.
• Excellent communication skills, both verbal and written.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsabilités

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Assist TurboTax customers with tax advice and full-service return preparation and signature.
• Create high-quality customer interactions and experiences using deep tax knowledge and empathy.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance and up-skilling.

Connaissances

Tax preparation

Customer service

Verbal and written communication

Attention to detail

Problem solving

Bilingual English/Spanish

Outils

Commercial tax software

Description du poste

Intuit, Inc. is seeking a tax professional to help customers complete their TurboTax returns remotely. You will provide expert guidance, perform full-service preparation, and explain tax terms in everyday language to empower customers to file confidently.

The role emphasizes high-quality customer interactions, adherence to procedures, and ongoing training in a fast-paced, remote work environment across the United States.