Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Grand Rapids (MI); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax. The role is virtual and focuses on delivering expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

Required are active credentials (CPA/EA/Practicing Attorney), strong communication, and 2+ years of federal/state 1040 preparation experience. Must reside in the United States and have a reliable internet connection.

Qualifications

• Active unrestricted credential (CPA/EA/Attorney) and strong tax knowledge.
• 2+ years of recent federal/state 1040 prep experience for 30+ clients per season.
• PTIN and state licenses ready or obtainable.
• Willing to work minimum 20 hours/week and have a hardwired internet connection.

Responsibilities

• Interact with customers via video using Smartlook.
• Provide tax advice and full service return prep and signature.
• Explain tax terms and navigate tax software for customers.
• Document interactions and meet KPI and project goals.

Skills

Excellent communication

Customer service

Video interactions

Smartlook

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax. The role is virtual and focuses on delivering expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

Required are active credentials (CPA/EA/Practicing Attorney), strong communication, and 2+ years of federal/state 1040 preparation experience. Must reside in the United States and have a reliable internet connection.