Tax Expert - CPA or EA - Work from Home

Intuit; San Diego (CA); Remote; USD 52,000 - 72,000; Full time

Job summary

A leading company in the finance sector seeks Tax Experts for the upcoming tax season, offering a remote role where you'll support clients in preparing their taxes through Intuit TurboTax products. This position requires a passion for helping clients navigate tax complexities and the ability to communicate effectively through video tools. Candidates must have a minimum of 2 years of experience in tax preparation and an active PTIN.

Benefits

401(k) savings plan with matching

Paid sick leave

Employee stock purchase plan

Product discounts

Qualifications

• Minimum 2 years of experience filing 30 or more federal and state tax returns.
• Active and unrestricted credential: EA, CPA, or Practicing Attorney with tax preparation experience.
• Strong customer service skills and ability to use video communication tools.

Responsibilities

• Assist customers with tax returns using Intuit TurboTax products.
• Provide full-service return preparation and manage product inquiries.
• Document customer interactions accurately and maintain records.

Skills

Customer Service

Tax Preparation

Communication

Job description

Intuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!

What You Get:

• Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live.
• As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

Responsibilities

What You Will Do:

• In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
• You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records.

If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!

Who You Are:

• As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
• You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
• You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need:

• Must have (or be willing to obtain) internet connection that meets Intuit Security criteria.
• Must be available to work a minimum of 20 hours per week, spread across three or more days.