Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Lansing (MI); Remote; USD 34,000 - 51,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional with an active CPA/EA/Practicing Attorney credential to assist TurboTax customers in completing federal and state tax returns.

This remote role emphasizes expert guidance, clear explanations of tax terms, and delivering a high-quality customer experience while supportingIntuit’s mission to empower customers to prepare their taxes efficiently. You will utilize state-of-the-art video tools, access government resources, and collaborate with

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax preparation software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology and computer software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and extensive tax knowledge.
• Use government and professional resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Contribute toward KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax knowledge

Customer service

Verbal and written communication

Problem solving

Video/Audio communication

Education

Active CPA/EA/Practicing Attorney license

Tools

Commercial tax software

Job description

Intuit, Inc. seeks a highly motivated tax professional with an active CPA/EA/Practicing Attorney credential to assist TurboTax customers in completing federal and state tax returns.

This remote role emphasizes expert guidance, clear explanations of tax terms, and delivering a high-quality customer experience while supportingIntuit’s mission to empower customers to prepare their taxes efficiently. You will utilize state-of-the-art video tools, access government resources, and collaborate with