Remote Tax Pro (CPA/EA) for TurboTax Help

Intuit, Inc.; Gainesville (GA); Remote; USD 39,000 - 51,000; Part time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated Tax Expert to help TurboTax customers complete their returns with expert guidance. In this virtual role, you will use our video tools to interact with clients nationwide and deliver accurate tax explanations.

You will support federal and state returns, apply Circular 230 knowledge, and continually expand your tax expertise while meeting KPI goals. Training and remote collaboration are essential.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using tax software.
• Must hold or obtain relevant state licenses/permits.
• Active PTIN required.

Responsibilities

• Work virtually with customers via video communications to provide tax guidance.
• Assist TurboTax users with tax advice, Full Service return prep and signing.
• Explain tax terms in plain language and use government/pro resources to answer questions.
• Document interactions and meet KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Skills

CPA/EA/Attorney

Tax preparation

Customer service

Video calls

Bilingual

PTIN

Cir. 230 knowledge

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a highly motivated Tax Expert to help TurboTax customers complete their returns with expert guidance. In this virtual role, you will use our video tools to interact with clients nationwide and deliver accurate tax explanations.

You will support federal and state returns, apply Circular 230 knowledge, and continually expand your tax expertise while meeting KPI goals. Training and remote collaboration are essential.