Remote Tax Specialist (CPA/EA)

Intuit, Inc.; Milwaukee (WI); Remote; USD 40,000 - 51,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role uses video software to provide expert guidance, tax preparation, and explanations of tax terms, contributing to Powering Prosperity Around the World. You will assist with tax advice, full service returns, and product inquiries, leveraging government resources and your deep tax knowledge.

Qualifications

• Active unrestricted credential and strong tax knowledge.
• 2+ years of federal/state individual 1040 prep experience for 30+ clients per season.
• Able to obtain necessary state licenses and PTIN.
• Willing to work minimum 20 hours weekly; strong communication skills.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with deep tax knowledge and empathy.
• Research answers using government sites and team resources; document interactions.
• Meet KPI metrics and participate in training and cross-training as needed.

Skills

Unrestricted credential

Tax preparation experience

Customer service skills

Bilingual (English/Spanish) a plus

Education

PTIN holder or able to obtain

Tools

TurboTax software

Video/conferencing tools

Job description

Intuit, Inc. in the United States is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role uses video software to provide expert guidance, tax preparation, and explanations of tax terms, contributing to Powering Prosperity Around the World. You will assist with tax advice, full service returns, and product inquiries, leveraging government resources and your deep tax knowledge.