Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Milford (OH); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Competitive compensation package with

Job summary

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

This is a virtual, customer-facing role leveraging video communications to deliver accurate, empathetic service. The role requires 2+ years of 1040 preparation experience for at least 30 clients per season, active PTIN, and the ability to work at least 20 hours weekly from the United States.

Qualifications

• Active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years preparing federal/state 1040 returns for 30+ clients per season using commercial tax software.
• State licenses/permits/bonds as required.
• Active PTIN.
• Willing to work minimum 20 hours/week.
• Circular 230 knowledge.
• Proficient with technology and software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection per Intuit security criteria.
• English/Spanish bilingual is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Deliver high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to provide accurate answers in plain language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting KPIs and Big Bet Goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation expertise

Video/Telepresence communication

Customer service

Bilingual English/Spanish (plus)

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional (CPA/EA/Practicing Attorney) to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

This is a virtual, customer-facing role leveraging video communications to deliver accurate, empathetic service. The role requires 2+ years of 1040 preparation experience for at least 30 clients per season, active PTIN, and the ability to work at least 20 hours weekly from the United States.