Credentialed Tax Expert - CPA - 2+Yrs Paid Tax Experience Required

Intuit - San Jose, CA

Part-time - Mid Level

Remote - San Jose, CA

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

Intuit is seeking Credentialed Tax Experts for the upcoming tax season. This position is designed for individuals who have an active Preparer Tax Identification Number (PTIN) and hold an unrestricted credential such as a CPA, Enrolled Agent (EA), or Practicing Attorney. As a Tax Expert, you will have the opportunity to work 100% remotely, allowing you to collaborate with an exceptional team from the comfort of your home or office. This role is part-time, requiring a minimum commitment of 20 hours per week, and offers a competitive salary range estimated between $66.5K and $84.2K annually. In this role, you will assist customers in completing their taxes using Intuit TurboTax products. Your responsibilities will include providing tax advice, full-service return preparation, tax calculations, and managing product/software inquiries. You will leverage government websites, professional resources, and team expertise to deliver accurate answers to customers in a clear and understandable manner. This is a customer-facing position, and you will utilize state-of-the-art video communication software to interact with clients, ensuring a professional and friendly experience. You will also be responsible for documenting interactions to maintain accurate records, contributing to our goal of "Powering Prosperity Around the World."

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice and full-service return preparation.
• Perform tax calculations and manage product/software inquiries.
• Utilize government websites and professional resources to deliver accurate answers to customers.
• Document interactions to maintain accurate records of customer communications.

Requirements

• Active PTIN and unrestricted credential (CPA/EA/Practicing Attorney).
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Strong tax preparation experience and extensive knowledge of tax laws.
• Excellent customer service skills and ability to interact with customers through video and audio tools.

Nice-to-haves

• Experience with commercial tax preparation software.
• Ability to work independently in a remote environment.

Benefits

• 401(k) savings plan with Intuit matching
• Paid sick leave
• Employee stock purchase plan
• Employee assistance program
• Product discounts
• Free copy of TurboTax Live