Remote Tax Pro (CPA/EA) for TurboTax

Intuit, Inc.; Mobile (AL); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through the tax filing process, provide expert advice, and perform full-service return preparation using TurboTax tools.

You will communicate complex tax terms in everyday language, leverage government resources, and document interactions while meeting performance metrics. Training and cross-training are required as part of the role.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must have or be able to obtain state licenses and PTIN; willing to work 20+ hours/week.

Responsibilities

• Assist customers via video comms to complete taxes.
• Provide tax advice and full service return preparation and signature.
• Explain tax concepts and guide customers using government resources.
• Document customer interactions and meet KPI metrics and program goals.
• Complete required training and cross-training as needed.

Skills

Tax preparation knowledge

Strong communication skills

Problem solving

Verbal and written communication

Bilingual English/Spanish (plus)

Education

CPA (Certified Public Accountant)

EA (Enrolled Agent)

Practicing Attorney

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide clients through the tax filing process, provide expert advice, and perform full-service return preparation using TurboTax tools.

You will communicate complex tax terms in everyday language, leverage government resources, and document interactions while meeting performance metrics. Training and cross-training are required as part of the role.