Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Mount Airy (NC); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated individual to assist customers with TurboTax tax preparation and guidance in a fully remote role across the United States.

You will provide expert tax explanations and precise return preparation while upholding Intuit standards for customer delight and brand support. The position requires active credentials (CPA/EA/Practicing Attorney) and a minimum of 20 hours per week, with training provided.

Qualifications

• Must possess active unrestricted credential: EA (Enrolled Agent), CPA, or Practicing Attorney with tax preparation experience.
• 2+ years of recent federal and state 1040 tax return experience for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds; must possess an active PTIN.
• Must be willing and available to work a minimum of 20 hours per week.
• Must reside in the United States; bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge to instill confidence.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Apply defined practices and company policies to troubleshoot inquiries; document interactions.
• Work toward meeting KPI metrics and participate in pilot testing and training as needed.

Skills

Communication skills

Bilingual EN/ES (a plus)

Tax knowledge

Video/Audio support

Education

CPA/EA/Practicing Attorney credential

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated individual to assist customers with TurboTax tax preparation and guidance in a fully remote role across the United States.

You will provide expert tax explanations and precise return preparation while upholding Intuit standards for customer delight and brand support. The position requires active credentials (CPA/EA/Practicing Attorney) and a minimum of 20 hours per week, with training provided.