Remote Tax Advisor: CPA/EA/Attorney

Intuit, Inc.; Lancaster (OH); Remote; USD 34,000 - 43,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products.

The role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers to prepare their taxes accurately. Qualified candidates must have an active CPA/EA or practicing attorney credential and be able to work in a fast-paced, remote environment.

Qualifications

• Must possess active unrestricted credential: CPA, EA or Practicing Attorney.
• 2+ years of federal/state individual 1040 tax return prep experience for 30+ clients per season.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with clear explanations of tax concepts.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined processes to troubleshoot and resolve tax advice and preparation inquiries.
• Document all customer interactions and work toward KPI metrics and quarterly goals.
• Participate in pilot tests, projects, and training as required.

Skills

Active CPA/EA/Attorney

Tax preparation

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with completing their taxes using TurboTax products.

The role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers to prepare their taxes accurately. Qualified candidates must have an active CPA/EA or practicing attorney credential and be able to work in a fast-paced, remote environment.