Remote Tax Advisor (CPA/EA)

Intuit, Inc.; Wilmington (DE); Remote; USD 10,000 - 20,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete their federal and state returns remotely. You will provide expert guidance, perform full-service return preparation, and explain tax terms with clarity via video interactions.

You will work in a fast-paced, KPI-driven environment and complete required trainings. A valid CPA/EA/Attorneys credential and active PTIN are required; 20+ hours weekly availability is expected.

Qualifications

• Must possess active unrestricted credential: EA, CPA or Practicing Attorney with tax prep experience.
• 2+ years of recent federal/state 1040 prep for 30+ clients per season using tax software.
• Must possess or obtain related state licenses/certificates/permits/bonds.
• Active PTIN is required.
• Willing to work a minimum of 20 hours/week.
• Working knowledge of Circular 230.
• Proficient with technology and general software.
• Strong customer service with video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking and fast-paced problem solving.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Assist TurboTax customers with tax returns, including full service preparation and signatures.
• Provide tax advice and answer product/software questions.
• Explain tax terms and calculations in everyday language.
• Document customer interactions and adhere to procedures.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation

Customer service

Verbal & written communication

Video/remote interaction

Problem solving

Bilingual (English/Spanish) a plus

Education

Active unrestricted credential: CPA/EA/Practicing Attorney

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a tax expert to help TurboTax customers complete their federal and state returns remotely. You will provide expert guidance, perform full-service return preparation, and explain tax terms with clarity via video interactions.

You will work in a fast-paced, KPI-driven environment and complete required trainings. A valid CPA/EA/Attorneys credential and active PTIN are required; 20+ hours weekly availability is expected.