Remote Tax Specialist (CPA/EA/Attorney)

Intuit, Inc.; Arlington (VA); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. seeks a qualified tax expert to assist customers using TurboTax, providing guidance on tax preparation, calculations, and product inquiries in a fully remote, video-enabled setting.

You will leverage government resources and internal teams to deliver accurate, friendly support, document interactions, and help meet performance goals. Requires active CPA/EA/Attorney credentials and US residency.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses/certificates.
• Must possess an active PTIN.
• Willingness to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Assist TurboTax customers with tax returns, including full service return preparation and signature, tax calculations, and product inquiries.
• Create high quality customer interactions using deep customer empathy and tax expertise.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and maintain records.
• Contribute to meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training initiatives as needed.

Skills

Tax preparation

Customer service

Video support

Strong communication

Problem solving

Education

Active CPA/EA/Attorney credential

Tools

TurboTax

Commercial tax software

Video conferencing tools

Job description

Intuit, Inc. seeks a qualified tax expert to assist customers using TurboTax, providing guidance on tax preparation, calculations, and product inquiries in a fully remote, video-enabled setting.

You will leverage government resources and internal teams to deliver accurate, friendly support, document interactions, and help meet performance goals. Requires active CPA/EA/Attorney credentials and US residency.