Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Fishers (IN); À distance; USD 60 000 - 80 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide and prepare federal/state returns, offer tax explanations, and answer product questions through video interactions. The role requires active credentials (CPA/EA/Attorney), at least 2 years of experience, and a minimum of 20 hours per week.

You will use TurboTax and other resources, document interactions, and meet KPI goals while providing excellent customer service from a home office.

Qualifications

• Active unrestricted credential (CPA/EA/Practicing Attorney) with tax prep experience.
• 2+ years preparing federal/state individual 1040 returns for 30+ clients per season.
• State licenses/certs or ability to obtain; PTIN required.
• Willing to work minimum 20 hours per week; proficient with tax software.
• Circular 230 knowledge; strong customer service via video/audio tools.

Responsabilités

• Assist customers virtually via video/software to complete tax returns.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Explain tax terms in plain language and document interactions.
• Adhere to procedures, policies, and KPIs; participate in training.
• Maintain records of customer interactions and resolve inquiries.

Connaissances

Customer service

Tax knowledge

Verbal and written communication

Attention to detail

Video/online communication

Bilingual English/Spanish

Technology proficiency

Independent work

Formation

CPA

EA

Practicing Attorney

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely. You will guide and prepare federal/state returns, offer tax explanations, and answer product questions through video interactions. The role requires active credentials (CPA/EA/Attorney), at least 2 years of experience, and a minimum of 20 hours per week.

You will use TurboTax and other resources, document interactions, and meet KPI goals while providing excellent customer service from a home office.