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

Intuit, Inc.

Santa Maria (CA)

Remote

USD 40,000 - 51,000

Full time

2 hours ago

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Job summary

Intuit, Inc. seeks a tax professional with an active CPA/EA/Attorney credential to help TurboTax customers complete their returns remotely. You will provide expert guidance, use tax software, and explain tax and technical terms to empower customers as they prepare their taxes.

You will also play a key role in delighting customers, upholding Intuit's brand, and meeting performance goals in a fast-paced, virtual environment.

Qualifications

Active unrestricted credential: CPA/EA or practicing attorney with tax prep experience.
2+ years of federal and state 1040 preparation for at least 30 clients per season.
Must possess or be able to obtain state licenses, certificates, permits, or bonds.
PTIN active and in good standing.
Willingness to work minimum 20 hours per week; proficient with technology.
Bilingual English/Spanish a plus; must reside in the United States.

Responsibilities

This is a virtual, customer-facing role using video software to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Deliver high quality customer experiences with deep tax knowledge and empathy.
Use government sites and team resources to provide correct answers in plain language.
Follow procedures to troubleshoot tax advice and preparation questions.
Document customer interactions and work toward KPI metrics and goals.
Participate in pilot tests, projects, and required trainings.