Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Missoula (MT); Remote; USD 30,000 - 48,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a Tax Professional to help customers finalize their federal and state tax returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax preparation, clear explanations, and friendly service to empower customers to complete their taxes. The role requires an active unrestricted credential (CPA/EA/Attorneys) and a minimum of 20 hours per week.

Qualifications

• 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.
• Willingness to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – able to interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers working on their tax returns or who have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must be willing and able to complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. in the United States is seeking a Tax Professional to help customers finalize their federal and state tax returns using TurboTax products.

This virtual, customer-facing role emphasizes expert tax preparation, clear explanations, and friendly service to empower customers to complete their taxes. The role requires an active unrestricted credential (CPA/EA/Attorneys) and a minimum of 20 hours per week.