Remote Tax Advisor (CPA/EA/Attorney)

Intuit, Inc.

Philadelphia (Philadelphia County)

Remote

USD 38,000 - 48,000

Full time

6 hours ago
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Benefits offered by this job

Competitive compensation
Performance-based bonus
Remote work flexibility

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers via virtual video interactions. You will provide expert tax guidance, help prepare and sign returns, and explain tax concepts clearly to customers.

You will use your credentials (CPA/EA/Attorney) and tax knowledge to deliver accurate, friendly support while meeting KPI metrics. The role is remote with flexible training and opportunities to contribute to Intuit’s mission of empowering people to file their

Qualifications

  • Must possess active unrestricted credential: CPA/EA or Practicing Attorney with tax prep experience.
  • 2+ years of preparing federal and state 1040 returns for 30+ clients per season.
  • Must have PTIN and state licenses; 20+ hours/week availability.
  • Experience with Circular 230 and professional tax guidance.

Responsibilities

  • Assist customers virtually via video communications to complete tax returns and provide tax advice.
  • Perform full-service return preparation and signature.
  • Explain tax terms and provide guidance using Everyday language.
  • Document customer interactions and adhere to policies and KPIs.
  • Complete required training and development as determined by the business.

Skills

Active unrestricted credential
Federal/state tax return prep
Bilingual English/Spanish

Tools

TurboTax software
Video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers via virtual video interactions. You will provide expert tax guidance, help prepare and sign returns, and explain tax concepts clearly to customers.

You will use your credentials (CPA/EA/Attorney) and tax knowledge to deliver accurate, friendly support while meeting KPI metrics. The role is remote with flexible training and opportunities to contribute to Intuit’s mission of empowering people to file their

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