Remote Tax Advisor (CPA/EA/Attny) – Expert Prep

Intuit, Inc.; Oakland (CA); Remote; USD 33,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers with federal and state 1040 returns.

This virtual role requires active credentials (CPA/EA/Attorney), strong tax knowledge, and exceptional communication skills. You will help with tax advice, full service return preparation, product inquiries, and tax calculations while ensuring accuracy and customer satisfaction in a fast-paced environment.

Qualifications

• Must possess active unrestricted credential: CPA, EA, or Practicing Attorney with strong tax preparation experience.

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 who are working on their tax returns or 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 your deep knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously 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 all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Active credential

Tax preparation experience

Customer service skills

Commercial tax software

Tools

Commercial tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist TurboTax customers with federal and state 1040 returns.

This virtual role requires active credentials (CPA/EA/Attorney), strong tax knowledge, and exceptional communication skills. You will help with tax advice, full service return preparation, product inquiries, and tax calculations while ensuring accuracy and customer satisfaction in a fast-paced environment.