Remote Tax Pro - CPA/EA Tax Consultant

Intuit, Inc.; Corpus Christi (TX); Remote; USD 42,000 - 56,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers remotely and provide expert guidance on tax preparation and explanations of tax terms.

You will be helping customers complete their returns and ensuring a smooth, confident experience. You will work in a fast-paced virtual environment, using advanced video tools, building strong customer relationships, meeting KPIs, and completing required training while adhering to

Qualifications

• Must possess active unrestricted credential: EA, CPA, or practicing attorney with strong tax experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using commercial software.
• Active state licenses/certificates or ability to obtain.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer systems.
• Strong customer service, verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications to interact with customers.
• Assist TurboTax customers with tax returns or delegated returns: tax advice, full service prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy.
• Use government sites and resources to deliver correct answers in everyday language.
• Apply defined practices and policies to troubleshoot inquiries.
• Document customer interactions.
• Work toward KPI metrics and Big Bet goals.
• Participate in pilot tests and projects as needed.
• Complete all required training and development.

Skills

Tax prep

Customer service

Video/tech savvy

Bilingual (EN/ES)

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to assist TurboTax customers remotely and provide expert guidance on tax preparation and explanations of tax terms.

You will be helping customers complete their returns and ensuring a smooth, confident experience. You will work in a fast-paced virtual environment, using advanced video tools, building strong customer relationships, meeting KPIs, and completing required training while adhering to