Remote Tax Advisor | CPA/EA/Attorney

Intuit, Inc.; Milwaukee (WI); Remote; USD 34,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax advisor to help TurboTax customers complete their returns using expert guidance. This remote role leverages video interactions to deliver accurate tax advisory and full-service preparation with a strong focus on customer satisfaction.

You will use government resources and team expertise to provide clear explanations of tax terms, adhere to policy procedures, and document all customer interactions while aiming for KPIs and program goals.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or 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 commercial tax software.
• Must possess or obtain related state licenses, PTIN and ability to work minimum 20 hours/week.
• Knowledge of Circular 230; strong tech proficiency and customer service skills.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver correct answers in plain language.
• Document interactions and meet KPI metrics and big bet goals.
• Participate in training, pilots, and cross-training as needed.

Skills

Unrestricted credential experience

Strong tax knowledge

Excellent communication

Bilingual English/Spanish (a plus)

Education

Active professional credential (CPA/EA/Att’y)

Tools

TurboTax software

Smartlook (video support)

Job description

Intuit, Inc. is seeking a highly motivated tax advisor to help TurboTax customers complete their returns using expert guidance. This remote role leverages video interactions to deliver accurate tax advisory and full-service preparation with a strong focus on customer satisfaction.

You will use government resources and team expertise to provide clear explanations of tax terms, adhere to policy procedures, and document all customer interactions while aiming for KPIs and program goals.