Senior Tax Pro — Remote CPA/EA Expert

Intuit, Inc.; Bloomington (IL); Remote; USD 38,000 - 48,000; Full time

Job summary

Intuit, Inc. is seeking a licensed tax professional to help customers complete their tax returns using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately and confidently. The position requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience for many clients, and reliable internet.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with tax prep experience.
• 2+ years preparing federal/state 1040s for ≥30 clients per season with commercial software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Willing to work minimum 20 hours/week.
• Working knowledge of Circular 230.
• Proficient with technology and software.
• Strong customer service with video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking and problem-solving skills.
• Able to work in fast-paced environment with minimal supervision.
• Must have or willing to obtain hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service prep and signature, product questions, tax calculations.
• Create high-quality customer interactions with empathy and tax knowledge.
• Utilize government sites and resources to provide accurate answers in plain language.
• Apply procedures and policies to resolve tax advice and prep inquiries.
• Document customer interactions.
• Work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development, including compliance and cross-training.

Skills

CPA

EA

Practicing Attorney

Tax preparation

Customer service

Communication skills

Video communications tools

Education

State licenses

Tools

TurboTax

Job description

Intuit, Inc. is seeking a licensed tax professional to help customers complete their tax returns using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to file accurately and confidently. The position requires active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 prep experience for many clients, and reliable internet.