Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.; Oxnard (CA); Remote; USD 40,000 - 51,000; Part time

Job summary

Intuit, Inc. is seeking a Tax Specialist to assist TurboTax customers remotely with tax guidance, full-service return preparation, and product inquiries. You will use video interactions to deliver accurate tax information and friendly, professional service.

The role emphasizes deep tax knowledge, strong communication, and the ability to troubleshoot using government resources, while meeting KPI metrics and undergoing required training.

Qualifications

• Must possess active unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season with compensation.
• Must possess or be able to obtain any related 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; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Unrestricted credential

Tax expertise

Bilingual English/Spanish

Video support

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a Tax Specialist to assist TurboTax customers remotely with tax guidance, full-service return preparation, and product inquiries. You will use video interactions to deliver accurate tax information and friendly, professional service.

The role emphasizes deep tax knowledge, strong communication, and the ability to troubleshoot using government resources, while meeting KPI metrics and undergoing required training.