Remote Tax Advisor (CPA/EA/Attorney)

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete their returns remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering exceptional service to empower customers to file their taxes. You will use state-of-the-art video tools, handle federal/state 1040s for multiple clients, and ensure accuracy, compliance, and customer satisfaction.

Qualifications

• Must possess active unrestricted credential: CPA/EA or Practicing Attorney with strong tax preparation experience.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work minimum 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid computer skills.
• Strong customer service and professional communication in video and audio formats.
• Excellent verbal and written communication skills.
• 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 is 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 knowledge and empathy.
• Use government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to resolve tax inquiries and document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation expertise

Client communication

Problem solving

Education

Active CPA/EA/Attorney credentials

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional with an active unrestricted credential to help TurboTax customers complete their returns remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering exceptional service to empower customers to file their taxes. You will use state-of-the-art video tools, handle federal/state 1040s for multiple clients, and ensure accuracy, compliance, and customer satisfaction.