Remote Tax Pro (CPA/EA) - TurboTax Expert

Intuit, Inc.; Pleasant Hill (CA); À distance; USD 39 000 - 51 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to file confidently. Ideal candidates hold an unrestricted CPA/EA or practicing attorney credential, with 2+ years of federal/state return experience and proficiency in TurboTax or similar software.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
• 2+ years of recent experience preparing federal/state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses/certificates/bonds.
• Must have PTIN and be willing to work a minimum of 20 hours per week.

Responsabilités

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return prep and signature, and answer product inquiries.
• Create high quality customer interactions with empathy and extensive tax knowledge.
• Research and use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and maintain records.
• Meet company KPIs and Big Bet Goals.
• Participate in pilots and experience validations as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax expertise

Customer service

Bilingual EN/ES

Formation

CPA

EA

Practicing Attorney

Outils

TurboTax

Description du poste

Intuit, Inc. seeks a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to file confidently. Ideal candidates hold an unrestricted CPA/EA or practicing attorney credential, with 2+ years of federal/state return experience and proficiency in TurboTax or similar software.