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

Intuit, Inc.; Olympia Fields (IL); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax return preparation and expert guidance. This virtual, customer-facing role uses video tools to deliver accurate tax advice and full-service preparation while adhering to company policies.

You will empower customers to confidently complete their taxes and support service quality across the US. The ideal candidate holds an active unrestricted credential (CPA, EA, or practicing attorney) with

Qualifications

• Active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years preparing federal and state individual 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service and communication (verbal & written).
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Use government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal & written communication

Bilingual English/Spanish (plus)

Attention to detail

Problem solving

Education

CPA credential

EA credential

Practicing Attorney

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with tax return preparation and expert guidance. This virtual, customer-facing role uses video tools to deliver accurate tax advice and full-service preparation while adhering to company policies.

You will empower customers to confidently complete their taxes and support service quality across the US. The ideal candidate holds an active unrestricted credential (CPA, EA, or practicing attorney) with