Remote Senior Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Phoenix (AZ); Remote; USD 33,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete federal and state 1040 returns through a virtual, video-enabled interface.

You will provide tax guidance, perform full service returns, and resolve product questions while documenting interactions for quality and compliance. Qualified candidates hold an active CPA/EA/Practicing Attorney credential with several years of experience, and can work at least 20 hours per week.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with tax preparation experience.
• 2+ years of tax return preparation experience for federal and state 1040s.
• Must have PTIN and be willing to obtain related licenses or permits.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• Assist TurboTax customers via virtual video interface.
• Provide tax advice and full service return preparation.
• Explain tax concepts in everyday language to customers.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in pilots/training as required.

Skills

Bilingual English/Spanish

Strong tax knowledge

Excellent communication

Customer service

Video/phone interaction

Problem solving

Education

CPA/EA/Practicing Attorney credential

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete federal and state 1040 returns through a virtual, video-enabled interface.

You will provide tax guidance, perform full service returns, and resolve product questions while documenting interactions for quality and compliance. Qualified candidates hold an active CPA/EA/Practicing Attorney credential with several years of experience, and can work at least 20 hours per week.