Remote Tax Advisor (CPA/EA)

Intuit, Inc.

City of Rochester (NY)

Remote

USD 39,000 - 51,000

Full time

13 hours ago

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Job summary

Intuit, Inc. is seeking a qualified tax professional to help TurboTax customers complete their taxes remotely. You will provide expert guidance, tax preparation, and explanations of tax terms to customers, contributing to brand delight and customer empowerment.

Responsibilities include virtual customer interactions, tax advice, and full-service return preparation. You will use government resources and company processes to deliver accurate answers in everyday language and will participate in

Qualifications

Must possess active unrestricted credential: CPA/EA/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.
Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
Must possess an active PTIN.
Willing to work a minimum of 20 hours per week.
Proficient with technology and general computer operations.
Strong verbal and written communication skills.

Responsibilities

This is a virtual, customer-facing role using video interactions to assist customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Create high quality customer interactions and explain tax concepts in everyday language.
Utilize government sites and resources to deliver accurate answers.
Document customer interactions and meet KPI metrics and goals.
Participate in training and pilot projects as required.