Remote Tax Pro: CPA/EA Full-Service Returns

Intuit, Inc.; Huntington Beach (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a highly motivated tax expert to assist TurboTax customers in a virtual role. You will provide tax guidance, return preparation, and explanations of tax terms, using our video tools to engage customers.

Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with experience preparing federal and state 1040s. This remote position offers competitive compensation and growth opportunities.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal and state 1040 tax return preparation for at least 30 clients per season using commercial tax software.
• Must possess or obtain related state licenses/certificates/permits/bonds and a PTIN.
• Willing to work minimum 20 hours per week.
• Strong knowledge of Circular 230 and tax laws.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot tax preparation inquiries per defined policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Customer service

Communication

Tax knowledge

Video interaction

Attention to detail

Education

CPA/EA/Practicing Attorney credential

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax expert to assist TurboTax customers in a virtual role. You will provide tax guidance, return preparation, and explanations of tax terms, using our video tools to engage customers.

Qualified candidates hold an active unrestricted credential (CPA/EA/Practicing Attorney) with experience preparing federal and state 1040s. This remote position offers competitive compensation and growth opportunities.