Remote Tax Pro: CPA/EA for Expert Prep

Intuit, Inc.; Evansville (IN); Remote; USD 38,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a highly qualified tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers in completing their returns remotely.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, contributing to the company’s goal of empowering customers to prepare their taxes. The role involves virtual customer interactions via video tools, delivering accurate tax advice, and ensuring

Qualifications

• 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 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds; must have PTIN.
• Must be willing to work a minimum of 20 hours per week.
• Bilingual (English/Spanish) communication skills are a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and extensive tax knowledge.
• Utilize government websites and professional resources to deliver accurate answers in plain language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

Credential (CPA/EA/Attorney)

Tax preparation

Video support

Communication

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly qualified tax professional with an active unrestricted credential (CPA/EA/Practicing Attorney) to assist TurboTax customers in completing their returns remotely.

You will provide expert guidance, tax preparation, and explanations of tax and technical terms to customers, contributing to the company’s goal of empowering customers to prepare their taxes. The role involves virtual customer interactions via video tools, delivering accurate tax advice, and ensuring