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

Intuit, Inc.; Pleasant Hill (CA); À distance; USD 40 000 - 51 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their returns virtually.

You hold an active unrestricted credential (CPA/EA/Practicing Attorney), provide expert tax guidance, and explain complex terms in everyday language to build customer confidence. You will assist with tax preparation, calculations, and product inquiries, documenting interactions and meeting KPI targets.

Qualifications

• Must have an active unrestricted credential (CPA/EA/Attny) with strong tax prep knowledge.
• 2+ years of federal/state 1040 prep for 30+ clients per season using commercial tax software.
• Must hold or obtain state licenses, permits, or bonds as required.
• Must possess an active PTIN.
• Willing to work at least 20 hours/week.
• Knowledge of Circular 230 is required.
• Proficient with technology and general computer software.

Responsabilités

• Virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions accurately.
• Work toward KPIs and Big Bet Goals.
• Participate in pilot projects and trainings as needed.

Connaissances

Tax preparation knowledge

Customer service

Verbal & written comms

Problem solving

Video/remote interactions

Formation

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Practicing Attorney

Outils

TurboTax

Tax software

Description du poste

Intuit, Inc. is seeking a highly motivated tax expert to help TurboTax customers complete their returns virtually.

You hold an active unrestricted credential (CPA/EA/Practicing Attorney), provide expert tax guidance, and explain complex terms in everyday language to build customer confidence. You will assist with tax preparation, calculations, and product inquiries, documenting interactions and meeting KPI targets.