Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Dearborn (MI); Remote; USD 34,000 - 43,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a highly motivated tax specialist to assist TurboTax customers with their returns in a remote, virtual role.

You will leverage expert knowledge of tax laws and strong communication skills to guide users through 1040 federal and state filings, provide tax calculations, and explain terms in clear language. Qualifications include active EA/CPA/attorney credentials, 2+ years of experience with 1040 returns for many clients, PTIN, and US residency.

Qualifications

• Active unrestricted credential (EA/CPA/Practicing Attorney) with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Active PTIN and applicable state licenses.
• Willing to work a minimum of 20 hours per week.
• Knowledge of Circular 230 and technology proficiency.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to find the right answers in everyday language.
• Apply defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and trainings as needed.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Video calls

Communication skills

Bilingual (English/Spanish)

Research & problem solving

Fast-paced work

Circular 230 knowledge

Education

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Practicing Attorney

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax specialist to assist TurboTax customers with their returns in a remote, virtual role.

You will leverage expert knowledge of tax laws and strong communication skills to guide users through 1040 federal and state filings, provide tax calculations, and explain terms in clear language. Qualifications include active EA/CPA/attorney credentials, 2+ years of experience with 1040 returns for many clients, PTIN, and US residency.