Remote Tax Pro - CPA/EA for TurboTax Guidance

Intuit, Inc.; Concord (CA); A distancia; USD 39.000 - 52.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert tax guidance, perform full-service return preparation, and address product and software inquiries using clear, everyday language.

The role requires an active credential (CPA/EA/Attorney), 2+ years of experience with 1040 returns, and a willingness to work at least 20 hours per week. A hosted, secure internet connection is required.

Formación

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service skills with professional communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve customer inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance and up-skilling, with any changes based on business needs.

Conocimientos

Tax preparation experience

Active credential (CPA/EA/Attorney)

TurboTax software

Educación

CPA/EA/Attorney license

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely in completing federal and state returns. You will provide expert tax guidance, perform full-service return preparation, and address product and software inquiries using clear, everyday language.

The role requires an active credential (CPA/EA/Attorney), 2+ years of experience with 1040 returns, and a willingness to work at least 20 hours per week. A hosted, secure internet connection is required.