Virtual Tax Pro — CPA/EA/Attorney Expert

Intuit, Inc.; Elk Grove (CA); Remote; USD 40,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with federal and state returns via a virtual platform.

You will deliver tax guidance, perform full service return preparation, and explain tax terms in everyday language. Ideal candidates hold an active credential (CPA/EA/Attorney), have at least 2 years of recent prep experience for 30+ clients per season, and can work a minimum of 20 hours weekly from a remote setting.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – virtual interaction with customers in video/audio formats.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product/software inquiries.
• Create high-quality customer interactions with empathy and extensive tax knowledge.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and support KPI targets and program goals.
• Participate in pilot tests, projects, and training as required.

Skills

Active unrestricted credential

Tax preparation

Video/telecommunication skills

Customer service

Bilingual English/Spanish

Education

CPA

EA

Practicing Attorney

Tools

TurboTax

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers with federal and state returns via a virtual platform.

You will deliver tax guidance, perform full service return preparation, and explain tax terms in everyday language. Ideal candidates hold an active credential (CPA/EA/Attorney), have at least 2 years of recent prep experience for 30+ clients per season, and can work a minimum of 20 hours weekly from a remote setting.