Remote Tax Pro (CPA/EA) – Expert Tax Prep & Advice

Intuit, Inc.; Mooresville (NC); Remoto; USD 34.000 - 51.000; Tempo integral

Resumo da vaga

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will deliver expert tax guidance, perform full service return preparation, and explain tax terms in clear language.

The role emphasizes customer empathy and high service standards, with ongoing training and KPI-driven performance. Candidates must hold an active CPA/EA or practicing attorney credential and have at least 2 years of federal/state 1040 prep experience for many clients.

Qualificações

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses/certificates/permits/bonds.
• Must have active PTIN and willingness to work at least 20 hours per week.

Responsabilidades

• Virtual, customer-facing role using advanced video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and ensure high quality customer experiences.
• Work toward KPI metrics and participate in trainings and pilot projects.

Conhecimentos

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Formação

Active CPA/EA/Practicing Attorney credential

Ferramentas

Commercial tax software

Descrição da vaga

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will deliver expert tax guidance, perform full service return preparation, and explain tax terms in clear language.

The role emphasizes customer empathy and high service standards, with ongoing training and KPI-driven performance. Candidates must hold an active CPA/EA or practicing attorney credential and have at least 2 years of federal/state 1040 prep experience for many clients.