Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Carlsbad (CA); Remote; USD 40,000 - 51,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States seeks experienced tax professionals to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

This virtual, customer-facing role emphasizes clear communication and accuracy while helping clients complete their returns and answer product questions. Candidates must hold an active credential (CPA/EA/Practicing Attorney), have tax preparation experience, and be available at least 20 hours per week; bilingual English/Spanish

Qualifications

• Active unrestricted credential: CPA, EA, or practicing attorney with tax prep experience.
• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Willing to obtain state licenses/certificates as needed.
• PTIN held or obtainable.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax advice, full service return prep and signature, and product inquiries.
• Provide high quality customer interactions with deep tax knowledge and empathy.
• Use government sites and resources to deliver accurate answers in plain language.
• Follow defined procedures to resolve tax advice and prep inquiries and document interactions.
• Meet KPIs and participate in pilot testing and training as required.

Skills

Active CPA/EA/Attorney

Tax preparation expertise

Strong communication

Tech savvy

Tools

Commercial tax preparation software

Job description

Intuit, Inc. in the United States seeks experienced tax professionals to assist TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

This virtual, customer-facing role emphasizes clear communication and accuracy while helping clients complete their returns and answer product questions. Candidates must hold an active credential (CPA/EA/Practicing Attorney), have tax preparation experience, and be available at least 20 hours per week; bilingual English/Spanish