Remote Tax Preparer CPA/EA Virtual

Intuit - Modesto, CA

Full-time - Entry Level

Remote - Modesto, CA

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

About the position

Intuit is seeking Tax Experts for the upcoming tax season, offering a fully remote opportunity to assist clients with their tax preparation needs. The role involves providing tax advice, preparing returns, and managing inquiries using TurboTax products, all while delivering exceptional customer service.

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.
• Document customer interactions to maintain accurate records.
• Utilize government websites and professional resources to deliver accurate answers to customers.

Requirements

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns.
• Experience using commercial tax preparation software.
• EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Extensive knowledge of tax laws and an active Preparer Tax Identification Number (PTIN).
• Excellent customer service skills.

Nice-to-haves

• Experience with video communication tools.
• Ability to work independently in a remote environment.

Benefits

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