Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Madison (AL); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist customers with their federal and state returns using TurboTax products. You will provide tax guidance, perform full-service return preparation, and explain complex terms in everyday language.

Ideal candidates hold an active CPA/EA/Attorney credential and have a track record of high-quality customer service in a fast-paced, remote setting. | Bilingual English/Spanish a plus; 20+ hours weekly; remote work from the United States.

Qualifications

• Active unrestricted credential: CPA, EA or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for at least 30 clients per season.
• Willingness to obtain state licenses and PTIN.
• Strong knowledge of Circular 230 and tax laws.

Responsibilities

• Assist TurboTax customers via video/phone to complete tax returns.
• Provide tax advice, perform full-service return preparation and signature.
• Explain tax terms and calculations in plain language to customers.
• Document interactions and meet KPI metrics.
• Complete required trainings and compliance modules.

Skills

Tax preparation

Customer service

Video support

Bilingual EN/ES

Credential holder

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist customers with their federal and state returns using TurboTax products. You will provide tax guidance, perform full-service return preparation, and explain complex terms in everyday language.

Ideal candidates hold an active CPA/EA/Attorney credential and have a track record of high-quality customer service in a fast-paced, remote setting. | Bilingual English/Spanish a plus; 20+ hours weekly; remote work from the United States.