Remote Senior Tax Advisor — CPA/EA

Intuit, Inc.; Springfield (OH); À distance; USD 34 000 - 43 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax terms. You will use video tools to guide customers and ensure accurate, compliant filings.

Ideal candidates have active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and strong communication skills in English (Spanish a plus). This remote role offers flexible hours and performance-driven rewards.

Qualifications

• Active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Must possess or obtain state licenses/certificates/permits.
• Active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service and communication skills.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsabilités

• Interact with customers via video communications software.
• Provide tax advice and full-service return preparation.
• Document customer interactions and outcomes.
• Meet company KPI metrics and Big Bet goals.
• Participate in pilot testing, projects, and training as needed.
• Troubleshoot inquiries using defined practices and company policies.
• Utilize government websites and resources to provide accurate answers.

Connaissances

Tax preparation

Customer service

Communication skills

Bilingual EN/ES

Formation

Active CPA/EA/Practicing Attorney

Outils

TurboTax

Description du poste

Intuit, Inc. is seeking a qualified tax professional to assist customers remotely with TurboTax returns, tax advice, and explanations of tax terms. You will use video tools to guide customers and ensure accurate, compliant filings.

Ideal candidates have active credentials (CPA/EA/Attorney), 2+ years of federal/state 1040 experience, and strong communication skills in English (Spanish a plus). This remote role offers flexible hours and performance-driven rewards.