Remote Tax Pro (EA/CPA) — Expert Returns & Guidance

Intuit, Inc.; East Brunswick Township (NJ); À distance; USD 40 000 - 51 000; Plein temps

Résumé du poste

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers in completing federal and state returns. You will guide clients through tax terms, prepare returns, and explain complex guidance via secure video interactions.

Required credentials include an active CPA/EA/Practicing Attorney, with at least 2 years of return preparation experience for ~30 clients per season. Remote role with flexible hours and ongoing training.

Qualifications

• Must possess an active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.

Responsabilités

• This is a virtual, customer-facing role; communicate via video with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver correct answers in plain language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and cross-training as needed.

Connaissances

Active unrestricted credential (CPA/EA

2+ years tax preparation experience

Strong customer service skills

Excellent verbal and written comms

Bilingual English/Spanish a plus

Fast-paced environment adaptability

Tech-savvy and computer proficient

Outils

Commercial tax preparation software

Description du poste

Intuit, Inc. seeks experienced tax professionals to assist TurboTax customers in completing federal and state returns. You will guide clients through tax terms, prepare returns, and explain complex guidance via secure video interactions.

Required credentials include an active CPA/EA/Practicing Attorney, with at least 2 years of return preparation experience for ~30 clients per season. Remote role with flexible hours and ongoing training.