Remote Tax Pro (CPA/EA) - Expert Tax Return Advisor

Intuit, Inc.; City of Schenectady (NY); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with tax preparation and guidance in a fully remote role.

You will provide expert tax advice, complete full-service returns, and help customers understand tax terms using clear language. The ideal candidate holds an active CPA/EA or practicing attorney credential with several tax seasons of preparation experience and excellent verbal and written communication skills.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney.
• 2+ years of federal/state individual 1040 return preparation for 30+ clients per season.
• Must hold or obtain state licenses/certificates, and PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and basic tax law.
• Strong customer service and communication skills.
• Must reside in the United States; English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation, and signature.
• Answer product/software inquiries and tax calculations for customers.
• Document interactions and meet KPI metrics and business goals.
• Participate in training, pilots, and compliance activities.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Education

CPA

EA

Practicing Attorney

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. seeks an experienced tax professional to assist TurboTax customers with tax preparation and guidance in a fully remote role.

You will provide expert tax advice, complete full-service returns, and help customers understand tax terms using clear language. The ideal candidate holds an active CPA/EA or practicing attorney credential with several tax seasons of preparation experience and excellent verbal and written communication skills.