Virtual Tax Expert (CPA/EA) - Expert Guidance

Jobtome; Atlanta (GA); Remote; USD 39,000 - 50,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert tax guidance, complete returns, and explain tax terms via video interactions to empower customers.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 prep, and the ability to work at least 20 hours weekly. Competitive pay and benefits are offered.

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years preparing federal and state 1040 returns for multiple clients per season.
• Willingness to obtain state licenses or permits as needed.
• PTIN required and established knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video tools to assist customers.
• Provide tax advice, full service return prep and explanations of tax terms.
• Document interactions and meet KPI metrics with quality service.
• Participate in training and cross-training as needed.

Skills

Customer service

Video conferencing

Tax knowledge

Communication skills

Problem solving

Multitasking

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

TurboTax

Tax preparation software

Job description

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns. You will provide expert tax guidance, complete returns, and explain tax terms via video interactions to empower customers.

Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of 1040 prep, and the ability to work at least 20 hours weekly. Competitive pay and benefits are offered.