Remote Tax Specialist (CPA/EA) for TurboTax Help

Intuit, Inc.; Mandeville (LA); Remote; USD 36,000 - 47,000; Full time

Benefits offered by this job

Bonus opportunities

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a fully virtual setting. You will guide customers with tax preparation, explain tax terms, and support their filings to empower them to prepare their taxes.

You will communicate via video tools, document interactions, and work toward KPI targets, with ongoing training and cross-training opportunities. Requires active unrestricted credential and strong tax prep experience.

Qualifications

• Must possess active unrestricted credential (CPA/EA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state individual 1040 returns for 30+ clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses/certifications.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilots, and other programs as required.

Skills

Tax preparation experience

Strong communication skills

Video/remote customer service

Bilingual English/Spanish

CPA/EA/Attorney credential

Job description

Intuit, Inc. is seeking a highly motivated professional to help customers complete their taxes using TurboTax products in a fully virtual setting. You will guide customers with tax preparation, explain tax terms, and support their filings to empower them to prepare their taxes.

You will communicate via video tools, document interactions, and work toward KPI targets, with ongoing training and cross-training opportunities. Requires active unrestricted credential and strong tax prep experience.