Senior Tax Expert (Remote) — CPA/EA Guidance Specialist

Intuit, Inc.; Baton Rouge (LA); Remote; USD 39,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. The role involves providing expert guidance, performing full-service return preparation with signature, and explaining complex tax terms in plain language.

You will interact with customers via video and excel in a fast-paced, compliant environment. Candidates must hold an active CPA/EA or practicing attorney credential, have 2+ years of experience preparing Form 1040 for numerous clients, and be

Qualifications

• Must hold an active, unrestricted credential (CPA/EA/Practicing Attorney).
• 2+ years of federal/state individual 1040 tax return prep for at least 30 clients per season.
• Must possess or obtain state licenses/permits or bonds.
• Must have PTIN and available to work at least 20 hours/week.

Responsibilities

• Provide expert tax guidance and return preparation via video interactions.
• Assist TurboTax customers with tax advice, calculations, and product questions.
• Explain tax terms in everyday language and document customer interactions.
• Follow procedures to resolve inquiries and meet KPI metrics.
• Complete required trainings and comply with security requirements.

Skills

Customer service

Tax knowledge

Verbal and written communication

Video/phone customer interaction

Bilingual English/Spanish

Education

Unrestricted CPA/EA/Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. The role involves providing expert guidance, performing full-service return preparation with signature, and explaining complex tax terms in plain language.

You will interact with customers via video and excel in a fast-paced, compliant environment. Candidates must hold an active CPA/EA or practicing attorney credential, have 2+ years of experience preparing Form 1040 for numerous clients, and be