Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Honolulu (HI); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax expert to help TurboTax customers with guidance, tax preparation, and explanations of tax terms. The role is virtual and uses video communications to interact with customers.

You will leverage government resources and a deep knowledge of tax rules to resolve inquiries and ensure accurate, clear advice. Applicants must hold an active credential (CPA/EA/Attorney) and have experience preparing federal and state returns, with availability for at least 20 hours per week.

Qualifications

• Active unrestricted credential (CPA/EA/Attny) with tax prep experience.
• 2+ years federal/state 1040 prep for 30+ clients per season.
• State licenses, certificates or bonds as needed.
• Active PTIN holder.
• Willing to work at least 20 hours/week.
• Knowledge of Circular 230.
• Tech-savvy with standard software/tools.
• Strong verbal and written communication.
• Critical thinking and problem solving skills.
• Able to work in a fast-paced environment.
• Hardwired internet meeting security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• Provide expert guidance and tax prep assistance to TurboTax customers.
• Assist with tax advice, full service returns, and product questions.
• Create high quality customer interactions using empathy and expertise.
• Use government sites and resources to deliver accurate answers.
• Follow procedures to troubleshoot tax preparation inquiries.
• Document customer interactions and outcomes.

Skills

Tax knowledge

Customer service

Video/phone interaction

English/Spanish (plus)

Education

CPA/EA/Attorney credential

Tools

TurboTax software

Video software (Smartlook)

Job description

Intuit, Inc. is seeking a tax expert to help TurboTax customers with guidance, tax preparation, and explanations of tax terms. The role is virtual and uses video communications to interact with customers.

You will leverage government resources and a deep knowledge of tax rules to resolve inquiries and ensure accurate, clear advice. Applicants must hold an active credential (CPA/EA/Attorney) and have experience preparing federal and state returns, with availability for at least 20 hours per week.