Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Boulder (CO); Remote; USD 39.000 - 48.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

INTUIT, INC. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, tax advice, and explain tax concepts clearly through a virtual, customer-facing platform.

You will prepare returns, answer product questions, and ensure accurate, compliant filings while maintaining excellent customer service. The role requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of prep experience, PTIN, and ability to work at least 20 hours per week.

Qualifikationen

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds; must possess an active PTIN.

Aufgaben

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax expertise.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer inquiries.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Kenntnisse

CPA/EA/Attorney credential

Tax return prep 2+ yrs

PTIN holder

Jobbeschreibung

INTUIT, INC. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, tax advice, and explain tax concepts clearly through a virtual, customer-facing platform.

You will prepare returns, answer product questions, and ensure accurate, compliant filings while maintaining excellent customer service. The role requires active unrestricted credentials (CPA/EA/Attorney), 2+ years of prep experience, PTIN, and ability to work at least 20 hours per week.