Remote Tax Advisor - CPA/EA/Attorney

Intuit, Inc.; Louisville (KY); Remote; USD 33,000 - 51,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. in the United States is seeking a virtual tax professional to help TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work toward Intuit's goal of powering prosperity while delivering high-quality support via video and audio tools. Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of federal/state 1040 preparation, PTIN, and a willingness to work at least 20 hours per week.

Qualifications

• Must possess an active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• 2+ years of experience preparing federal and state 1040 returns for many clients per season.
• Must have or obtain state licenses/certifications and PTIN.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Assist TurboTax customers with tax advice, full-service returns, product questions, and tax calculations.
• Create high-quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver accurate, everyday-language answers.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPIs and Big Bet goals.
• Participate in pilot testing and training as required.
• Complete training and development as determined by the business.

Skills

Active unrestricted credential

Tax preparation expertise

Customer service

Video/phone communication

Bilingual English/Spanish

Tools

Smartlook

Tax software

Job description

Intuit, Inc. in the United States is seeking a virtual tax professional to help TurboTax customers with expert guidance, tax preparation, and explanations of tax terms.

You will work toward Intuit's goal of powering prosperity while delivering high-quality support via video and audio tools. Requirements include an active unrestricted credential (CPA/EA/Attorney), 2+ years of federal/state 1040 preparation, PTIN, and a willingness to work at least 20 hours per week.