Remote Tax Pro (CPA/EA) — Tax Guidance & Prep

Intuit, Inc.; Evansville (IN); Remote; USD 40,000 - 65,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist customers remotely with TurboTax filings. You will provide expert tax guidance, complete returns when needed, and explain tax terms in plain language using top-tier video tools.

Candidates must hold an active unrestricted credential (CPA/EA/Attorney), have strong tax knowledge and at least 2 years of federal/state 1040 experience with 30+ clients per season, and be willing to work 20+ hours weekly from the United States.

Qualifications

• 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 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Active CPA/EA/Practicing Attorney

Tax preparation expertise

Customer service excellence

Video/phone customer interactions

Technical proficiency

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist customers remotely with TurboTax filings. You will provide expert tax guidance, complete returns when needed, and explain tax terms in plain language using top-tier video tools.

Candidates must hold an active unrestricted credential (CPA/EA/Attorney), have strong tax knowledge and at least 2 years of federal/state 1040 experience with 30+ clients per season, and be willing to work 20+ hours weekly from the United States.