Virtual Tax Pro - CPA/EA/Attorney (Remote)

Intuit, Inc.; Florida; Remote; USD 37,000 - 47,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms via video interactions.

You will work toward empowering customers to complete their taxes, with guidance on federal/state returns and product questions. A CPA/EA/Attorney with 2+ years of experience and PTIN is required; bilingual a plus.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent federal/state 1040 tax returns for at least 30 clients per season using tax software.
• Active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Willing to obtain state licenses/certificates if required.

Responsibilities

• Assist TurboTax customers via video to provide tax guidance and full-service return preparation.
• Answer tax questions and perform tax calculations.
• Document customer interactions and strive to meet KPI metrics.
• Participate in training, pilots, and validation projects as needed.

Skills

Active CPA/EA/Attorney

Tax preparation experience

Video/teleconferencing

Strong communication

English/Spanish bilingual

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely, providing expert guidance, tax preparation, and explanations of tax terms via video interactions.

You will work toward empowering customers to complete their taxes, with guidance on federal/state returns and product questions. A CPA/EA/Attorney with 2+ years of experience and PTIN is required; bilingual a plus.