Virtual Tax Expert (CPA/EA/Attorney)

Intuit, Inc.; Columbia Township (MO); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns through a virtual, video-based interface. You will deliver expert tax guidance, prepare returns, and explain tax concepts clearly to customers.

You will leverage government resources and team expertise to provide accurate answers, while meeting KPI targets and participating in ongoing training. 20+ hours/week, PTIN required, remote work from the United States.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 preparation for at least 30 clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must have PTIN.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230.

Responsibilities

• Interact with customers via video using Intuit tools.
• Provide tax advice, full service return preparation and signature.
• Document customer interactions and resolve inquiries.
• Apply company policies to troubleshoot tax advice questions.
• Meet KPI metrics and participate in training.

Skills

Customer service

Video conferencing

Tax knowledge

Research skills

Bilingual English/Spanish

Education

Active CPA/EA/Practicing Attorney credential

Job description

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their returns through a virtual, video-based interface. You will deliver expert tax guidance, prepare returns, and explain tax concepts clearly to customers.

You will leverage government resources and team expertise to provide accurate answers, while meeting KPI targets and participating in ongoing training. 20+ hours/week, PTIN required, remote work from the United States.